IEFRX Mutual Fund
NAV$38.41
TER1.48%
Holdings29
IEFRX Mutual Fund
NAV$38.41
Invesco Energy Fund Class R
TER1.48%
Holdings29

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IEFRX Mutual Fund Overview
IEFRX Mutual Fund (Invesco Energy Fund Class R) is managed by Invesco (US). IEFRX expense ratio is 1.48%, holding 29 positions across sectors including Energy, Unknown, Real Estate. Inception date: 2025-09-30.
IEFRX performance shows a YTD return of 25.21%..
IEFRX top holdings include Exxonmobil Corp. (14.0%), Chevron Corp. (11.6%), Shell Plc (7.8%), Suncor Energy Inc (6.5%), Developed Markets Compugroup Medical Ag (5.4%). View all IEFRX holdings, sector breakdown, or dividend history.
IEFRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IEFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.