Morningstar Advisor - February/March 2012 - (Page 17)

LARGE CAPS Our large-cap performance is no accident. (And you can pretty much rule out luck, too.) Overall Mo rn ting™ ba ingstar Ra return -adjusted sed on risk t. 30, 2 s as of Sep A sh 011; Class ares Rated 4 and 5 stars overall by Morningstar, these three funds are just part of Invesco’s diversiﬁed large-cap lineup, which includes distinctive strategies across growth, value, blend and international. Our specialized products offer rigorous oversight protocols, disciplined risk management and seasoned portfolio managers who manage funds with purpose, prudence and diligence. It’s not only what you can expect, it’s what your clients deserve. Explore Intentional Investing with Invesco. SM Contact your Invesco representative today. To find out why Invesco large-cap funds make sense now, go to invesco.com/LargeCap5. Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. For this and more complete information about the fund, investors should contact their advisors for a prospectus and/or summary prospectus or visit invesco.com/fundprospectus. For more information about Invesco’s largecap funds, use your smartphone to scan the barcode. Past performance does not guarantee future results. As of Sept. 30, 2011, the funds listed had periods of negative returns. Please visit invesco.com/performance for the most recent month-end performance. As of Sept. 30, 2011: Invesco Charter Fund was rated 3 stars out of 1,652 funds, 5 stars out of 1,408 funds and 5 stars out of 832 funds for the 3–, 5– and 10–year periods, respectively. Invesco Diversiﬁed Dividend Fund was rated 3 stars out of 1,114 funds and 4 stars out of 964 funds for the 3– and 5–year periods, respectively. Invesco International Growth Fund was rated 4 stars out of 206 funds, 4 stars out of 163 funds and 4 stars out of 104 funds for the 3–, 5– and 10–year periods, respectively. Ratings include the effect of sales charges, loads and redemption fees. The top 10% of funds in a category receive 5 stars, the next 22.5% 4 stars, the next 35% 3 stars, the next 22.5% 2 stars and the bottom 10% 1 star. Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages. Ratings for other share classes may differ due to different performance characteristics. Source: Morningstar Inc. Invesco Distributors, Inc. http://www.invesco.com/LargeCap5 http://www.invesco.com/LargeCap5 http://www.invesco.com/fundprospectus http://www.invesco.com/performance

Table of Contents for the Digital Edition of Morningstar Advisor - February/March 2012

Morningstar Advisor - February/March 2012
Contents
Contributors
Letter From the Editor
Make a Difference Stories, Not Debates
How Concerned Are You About Europe?
Analytical and Independent
What to Ask When a Fund Manager Leaves
Past, Present, Future
Have Financials Gotten Cheap Enough?
Four Picks for the Present
Investment Briefs
Tactical Funds Miss Their Chance
Specialty Retail: Ad Hoc Opportunity
How Europe Is Making Its Crisis Worse
Impact on U.S. Economy Will Be Minimal
European Banks: Bargains or Value Traps?
Don’t Count the Euro Out Yet
Europe on the Brink
GoodHaven Realizes Its Vision
How Index Trading Increases Market Vulnerability
Nonlisted REITS: Handle With Care
Safety Picks for the Many Moods of Mr. Market
On the Prowl for Large- Blend Index-Beaters
Our Favorite Mutual Funds
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
The Math That Matters

Morningstar Advisor - February/March 2012