IEFRX Mutual Fund
IEFRX Mutual Fund
IEFRX Mutual Fund
Invesco Energy Fund Class R
IEFRX Mutual Fund Overview
IEFRX Mutual Fund (Invesco Energy Fund Class R) is managed by Invesco (US). IEFRX expense ratio is 1.47%, holding 32 positions across sectors including Energy, Real Estate, Financials. Inception date: 2025-09-30.
IEFRX performance shows a YTD return of 41.24%. The 1-year return is 41.48% and the 5-year return is 24.13%.
IEFRX top holdings include Exxonmobil Holdings Corp Common Stock Usd (11.1%), Chevron Corp (7.2%), Shell Plc (6.6%), Suncor Energy Inc (6.2%), Occidental Petroleum Corp. (5.6%). Go to all IEFRX holdings, IEFRX sectors, or IEFRX dividends.
IEFRX can be compared against other funds. Use IEFRX overlap to find shared positions, or IEFRX vs another fund for a side-by-side view. IEFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.