AIM Charter B
Eleven Greenway Plz Ste 100 Houston TX 77046
Map
Phone: 800-959-4246
| Category: | Large Blend | | Fund Family: | Invesco Aim | | Net Assets: | 484.97M | | Year-to-Date Return: | -11.57% | | Yield: | 0.48% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Jun-95 |
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Ron Sloan
Lead Manager since
24-Jan-02 | | | Sloan is a senior portfolio manager of AIM Advisors with which he has been associated since 1998. Previously, he has served as president in Verissimo Research and Management since 1993. Prior to Verissimo Research and Management, he was partner and executive vice president at Wood Island Associates, Inc. Siebel Capital Management, Inc. from 1981 to 1993. Sloan has been in the investment industry since 1971. Sloan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks growth of capital. The fund invests at least 65% of assets in securities of established companies that have long-term, above-average growth in earnings and growth companies that the portfolio managers believe have the potential for above-average growth in earnings. It may invest up to 25% of total assets in foreign securities. |
| Last Dividend
(14-Dec-07):
| 0.07 | | Last Cap Gain
(15-Dec-00):
| 0.88 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 71.67% |
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| Expense | BCHTX | Category
Avg | | Total Expense Ratio: | 1.91%
| 1.11% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$908 | $572 | | 5 Yr Expense Projection*: |
$1,246 | $873 | | 10 Yr Expense Projection*: |
$2,081 | $1,733 |
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11.08% Nasdaq 
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