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Invesco Rising Dividends Fund Q3 2025 Commentary

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Invesco Rising Dividends Fund Q3 2025 Commentary

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Invesco US3.29K FollowersFollow5ShareSavePlay(11min)CommentsSummaryInvesco Rising Dividends Fund had a positive return but underperformed the Russell 1000 Index during the quarter.Leading detractors from relative performance included stock selection in the IT, financials, industrials, consumer discretionary and real estate sectors.Leading contributors to relative performance included stock selection in the communication services, materials, healthcare and energy sectors. Pawel Kacperek/iStock via Getty Images Key takeaways Navigating a shifting market US equity markets surged to record highs driven by artificial intelligence (AI) momentum, a resilient economy and the US Federal Reserve’s (Fed) monetary easing. Equities rallied despite persistent inflation and ongoing geopolitical and policyThis article was written byInvesco US3.29K FollowersFollowInvesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a recommendation of the suitability of any investment strategy for a particular investor. Invesco does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state tax laws are complex and constantly changing. Investors should always consult their own legal or tax professional for information concerning their individual situation. The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals. NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE All data provided by Invesco unless otherwise noted. Invesco Distributors, Inc. is the US distributor for Invesco Ltd.’s retail products and collective trust funds. Invesco Advisers, Inc. and other affiliated investment advisers mentioned provide investment advisory services and do not sell securities.

Invesco Unit Investment Trusts are distributed by the sponsor, Invesco Capital Markets, Inc., and broker-dealers including Invesco Distributors, Inc. PowerShares® is a registered trademark of Invesco PowerShares Capital Management LLC (Invesco PowerShares). Each entity is an indirect, wholly owned subsidiary of Invesco Ltd. ©2015 Invesco Ltd. All rights reserved.

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