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) with $702.2M in net assets. IEFRX expense ratio is 1.47%, holding 33 positions across sectors including Energy, Real Estate, Financials. Inception date: 2025-09-30.
IEFRX performance shows a YTD return of 55.58%. The 1-year return is 59.01% and the 5-year return is 22.65%.
IEFRX top holdings include ExxonMobil Holdings Corp (11.6%), Chevron Corp (7.3%), Shell Plc (7.1%), Suncor Energy Inc (6.5%), Devon Energy Corp (5.3%). 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.