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Focus List Mutual Funds
This list includes funds from preferred fund families and select other fund families and that are recommended for an individual investor's portfolio. Eligible funds are now given a Tier I or Tier II rating by Edward Jones, which are defined as follows:
Tier I: Funds with an attractive investment approach that are expected to perform above their peers over a market cycle. Tier I funds are recommended when constructing a portfolio or when adding funds to an existing portfolio.
Tier II: Funds with an appropriate investment approach that are expected to perform slightly above or slightly below peers over a market cycle. Tier II funds are recommended after first considering Tier I funds when constructing a portfolio or adding funds to an existing portfolio, and to help clients achieve breakpoints.
Agressive
| FUND | CATEGORY | TICKER | TIER |
|---|---|---|---|
| Invesco EQV Emerging Markets All Cap Fund | Emerging markets | GTDDX | I |
| Invesco Developing Markets Fund | Emerging markets |
ODMAX | I |
Growth & Income
| FUND | CATEGORY | TICKER | TIER |
|---|---|---|---|
| Invesco Comstock Fund | US Large Cap | ACSTX | I |
| Invesco Diversified Dividend Fund | US Large Cap | LCEAX | I |
| Invesco Dividend Income Fund | US Large Cap | IAUTX | II |
| Invesco Growth and Income Fund | US Large Cap | ACGIX | I |
| Invesco Main Street Fund | US Large Cap | MSIGX | I |
| International Large Cap | AIIEX |
I |
|
| International Large Cap | OIGAX |
I |
|
| Invesco Global Fund | Global Large Cap | OPPAX |
I |
Growth
| FUND | CATEGORY | TICKER | TIER |
|---|---|---|---|
| Invesco Discovery Mid Cap Growth | US Mid Cap | OEGAX | I |
| US Small Cap | VSCAX |
I |
|
| US Small Cap | SMEAX |
I |
|
| US Small Cap | GTSAX |
I |
|
| US Small Cap | OPOCX |
I |
|
| International Small and Mid Cap | IEGAX |
I |
|
| International Small and Mid Cap | OSMAX |
I |
|
| Invesco Global Opportunities Fund | Global Small and Mid Cap | OPGIX |
I |
Multiple Investment Categories
| FUND | CATEGORY | TICKER | TIER |
|---|---|---|---|
| Invesco Value Opportunites Fund | US Large, Mid and Small Cap | VVOAX | I |
| Invesco Equity and Income Fund | Balanced | ACEIX |
II |
Available ETFs
Growth
| ETF | CATEGORY | TICKER |
|---|---|---|
| Invesco S&P 500 Equal Weight ETF | US Large Cap | RSP |
| US Mid Cap | QQQJ | |
| Invesco Russell 1000 Dynamic Multifactor ETF | US Large Cap | OMFL |
| US Mid Cap | XMHQ | |
| US Mid Cap | XMLV | |
| US Small Cap | PRFZ | |
| Invesco High Yield Equity Dividend Achievers ETF | Emerging Markets | PEY |
Growth and income
| ETF | CATEGORY | TICKER |
|---|---|---|
| Invesco S&P 500 Quality ETF | US Large Cap | SPHQ |
| Invesco S&P 500 Low Volatility ETF | US Large Cap | SPLV |
| Invesco FTSE RAFI US 1000 ETF | US Large Cap | PRF |
| Invesco QQQ | US Large Cap | QQQ |
| Invesco NASDAQ 100 ETF | US Large Cap | QQQM |
| Emerging Markets | DJD |
|
| Emerging Markets | PFM |
|
| Emerging Markets | PID |
Fixed income opportunities
