Invesco, which managed about $1.84 trillion in assets as of April 30, 2025, continues to offer investors a broad lineup spanning equity, fixed-income and alternative strategies. The global asset manager operates across domestic and international markets and employs more than 8,500 people through offices in 26 countries.
Among its mutual fund offerings, the report highlights three funds that each hold a Zacks Mutual Fund Rank #1, or Strong Buy, and are viewed as having the potential to outperform peers. Those funds are Invesco SteelPath MLP Select 40 Fund, Invesco Discovery and Invesco Summit.
Invesco SteelPath MLP Select 40 Fund seeks capital appreciation by investing mainly in master limited partnerships. Its portfolio is concentrated in businesses tied to transportation, storage, processing, refining, marketing, exploration, production and mining related to natural resources and minerals. The fund posted a three-year annualized return of 19.2% and, as of August 2025, held 44 securities, with 7.8% of assets in Energy Transfer LP.
Invesco Discovery focuses on U.S. common stocks with strong growth prospects, with an emphasis on smaller companies. The report notes that its small-cap universe aligns with the types of companies included in the Russell 2000 Growth Index. The fund has delivered a three-year annualized return of 15.6%, and Ronald J. Zibelli Jr. has served as one of its managers since 2006.
Invesco Summit takes a broader approach, investing in growth-oriented common stocks across market capitalizations while excluding alcohol, tobacco and gambling. It can also hold a limited amount of foreign and emerging-market stocks and is structured as a non-diversified fund. The fund recorded a three-year annualized return of 24.4%, and ACMYX carries an expense ratio of 0.73%.
Source: nasdaq.com
