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AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)

CIK: 0000105377 Equity
Report date: 2026-04-01
AUM $3.5B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-01

About this Fund

AIM Equity Funds, formerly known as Invesco Equity Funds, is a renowned mutual fund company that has been a trusted name in the asset management industry for years, offering a diverse range of investment products to cater to the varied needs of its investors. As a leading provider of wealth management solutions, the company specializes in managing a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, thereby providing investors with a comprehensive portfolio to achieve their long-term financial objectives. With a strong focus on delivering superior investment performance, AIM Equity Funds employs a rigorous research-driven approach to identify lucrative opportunities across various asset classes, ensuring that its investors' wealth grows steadily over time. The company's investment philosophy is centered around a disciplined and systematic approach, leveraging the expertise of its experienced fund managers to navigate complex market conditions and make informed investment decisions. By offering a systematic investment plan, or SIP, AIM Equity Funds enables investors to invest a fixed amount of money at regular intervals, thereby promoting a culture of disciplined investing and helping them to mitigate market volatility. The company's investor-centric approach has earned it the trust and loyalty of its clients, who appreciate its commitment to transparency, accountability, and exceptional customer service. As a trusted partner in wealth creation, AIM Equity Funds is dedicated to providing its investors with a wide range of investment options, from aggressive equity funds to conservative debt funds, thereby catering to the diverse risk profiles and investment goals of its clients. With its rich experience, expertise, and passion for delivering outstanding investment results, AIM Equity Funds has established itself as a reliable and reputable player in the mutual fund industry, and its funds are widely regarded as a preferred choice among investors seeking to create long-term wealth. By combining its investment expertise with a deep understanding of the markets and a customer-focused approach, AIM Equity Funds continues to empower its investors to achieve their financial aspirations, making it an ideal choice for those seeking a trusted and experienced mutual fund company to manage their investment portfolio. The company's commitment to innovation, excellence, and customer satisfaction has enabled it to build a strong reputation in the industry, and its funds are designed to meet the evolving needs of investors, providing them with a flexible and convenient way to invest in a variety of asset classes. As a result, AIM Equity Funds has become a household name among investors, synonymous with trust, reliability, and exceptional investment performance, and its mutual funds continue to be a popular choice among those seeking to create a diversified investment portfolio and achieve their long-term financial goals.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

44 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 USFD US Foods Holding Corp. Since 2026-05-10 912008109 Equity (Common)
0.66%
$23.21 277,560
2 JCI Johnson Controls International PLC Since 2026-05-10 G51502105 Equity (Common)
1.78%
$62.55 524,530
3 VST Vistra Corp. Since 2026-05-10 92840M102 Equity (Common)
0.29%
$10.23 64,620
4 FTI TechnipFMC PLC Since 2026-05-10 G87110105 Equity (Common)
0.35%
$12.44 223,200
5 AXON Axon Enterprise, Inc. Since 2026-05-10 05464C101 Equity (Common)
0.55%
$19.37 40,050
6 CVNA Carvana Co. Since 2026-05-10 146869102 Equity (Common)
1.17%
$40.94 102,060
7 MDB MongoDB, Inc. Since 2026-05-10 60937P106 Equity (Common)
0.54%
$18.92 50,940
8 BKNG Booking Holdings Inc. Since 2026-05-10 09857L108 Equity (Common)
1.08%
$37.99 7,596
9 AVGO Broadcom Inc. Since 2026-05-10 11135F101 Equity (Common)
5.31%
$186.06 561,611
10 CASY Casey's General Stores, Inc. Since 2026-05-10 147528103 Equity (Common)
0.53%
$18.67 30,780
11 TTWO Take-Two Interactive Software, Inc. Since 2026-05-10 874054109 Equity (Common)
0.19%
$6.62 30,048
12 ALNY Alnylam Pharmaceuticals, Inc. Since 2026-05-10 02043Q107 Equity (Common)
1.20%
$41.96 124,110
13 MPWR Monolithic Power Systems, Inc. Since 2026-05-10 609839105 Equity (Common)
1.09%
$38.24 34,020
14 NET Cloudflare, Inc. Since 2026-05-10 18915M107 Equity (Common)
1.31%
$45.75 257,940
15 DDOG Datadog, Inc. Since 2026-05-10 23804L103 Equity (Common)
1.09%
$38.36 296,640
16 SU Suncor Energy Inc. Since 2026-05-10 867224107 Equity (Common)
0.44%
$15.58 294,840
17 AMD Advanced Micro Devices, Inc. Since 2026-05-10 007903107 Equity (Common)
0.52%
$18.26 77,130
18 HWM Howmet Aerospace Inc. Since 2026-05-10 443201108 Equity (Common)
0.74%
$25.99 124,920
19 VRT Vertiv Holdings Co. Since 2026-05-10 92537N108 Equity (Common)
1.52%
$53.14 285,408
20 SNOW Snowflake Inc. Since 2026-05-10 833445109 Equity (Common)
1.43%
$50.17 260,370
21 PLTR Palantir Technologies Inc. Since 2026-05-10 69608A108 Equity (Common)
0.42%
$14.67 100,080
22 AFRM Affirm Holdings Inc. Since 2026-05-10 00827B106 Equity (Common)
1.00%
$34.98 580,050
23 COIN Coinbase Global, Inc. Since 2026-05-10 19260Q107 Equity (Common)
0.19%
$6.78 34,830
24 TER Teradyne, Inc. Since 2026-05-10 880770102 Equity (Common)
1.95%
$68.34 283,500
25 ISRG Intuitive Surgical, Inc. Since 2026-05-10 46120E602 Equity (Common)
0.87%
$30.40 60,300
26 HOOD Robinhood Markets, Inc. Since 2026-05-10 770700102 Equity (Common)
0.97%
$34.08 342,540
27 LTH Life Time Group Holdings, Inc. Since 2026-05-10 53190C102 Equity (Common)
0.27%
$9.43 323,365
28 TSLA Tesla, Inc. Since 2026-05-10 88160R101 Equity (Common)
3.36%
$117.72 273,510
29 FN Fabrinet Since 2026-05-10 G3323L100 Equity (Common)
0.52%
$18.32 37,440
30 ENTG Entegris, Inc. Since 2026-05-10 29362U104 Equity (Common)
1.07%
$37.42 316,900
31 AAPL Apple Inc. Since 2026-05-10 037833100 Equity (Common)
4.28%
$149.87 577,575
32 TEM Tempus AI, Inc. Since 2026-05-10 88023B103 Equity (Common)
0.38%
$13.46 225,000
33 RDDT Reddit, Inc. Since 2026-05-10 75734B100 Equity (Common)
0.77%
$26.98 149,670
34 ANET Arista Networks, Inc. Since 2026-05-10 040413205 Equity (Common)
0.93%
$32.74 230,976
35 META Meta Platforms, Inc. Since 2026-05-10 30303M102 Equity (Common)
5.12%
$179.35 250,308
36 FIGR Figure Technology Solutions, Inc. Since 2026-05-10 349381103 Equity (Common)
0.62%
$21.87 384,500
37 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
7.37%
$258.42 1,079,910
38 AVAV AeroVironment, Inc. Since 2026-05-10 008073108 Equity (Common)
0.62%
$21.67 77,832
39 REGN Regeneron Pharmaceuticals, Inc. Since 2026-05-10 75886F107 Equity (Common)
0.54%
$18.89 25,470
40 IBKR Interactive Brokers Group, Inc. Since 2026-05-10 45841N107 Equity (Common)
1.53%
$53.78 718,200
41 SHOP Shopify Inc. Since 2026-05-10 82509L107 Equity (Common)
1.57%
$55.11 419,940
42 NTRA Natera, Inc. Since 2026-05-10 632307104 Equity (Common)
0.78%
$27.46 118,800
43 GOOG Alphabet Inc. Since 2026-05-10 02079K305 Equity (Common)
0.04%
$1.28 3,780
44 GOOG Alphabet Inc. Since 2026-05-10 02079K107 Equity (Common)
7.91%
$277.19 818,820
Frequently Asked Questions — AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)
What type of mutual fund is AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)?
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) is a SEC-registered Equity fund, with $3.5B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) holds 44 portfolio positions, all detailed in the holdings table on this page.
What are AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)'s assets under management (AUM)?
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) has $3.5B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)'s top holdings?
According to AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include US Foods Holding Corp., Johnson Controls International PLC, Vistra Corp. , among others. The complete list of all 44 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)'s expense ratio?
Expense ratio data for AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)'s SEC filings?
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000105377. You can access all of AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000105377). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)'s holdings data on StockSifting?
Holdings data for AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.