0001193125-22-293050.txt : 20221128 0001193125-22-293050.hdr.sgml : 20221128 20221128101603 ACCESSION NUMBER: 0001193125-22-293050 CONFORMED SUBMISSION TYPE: 497K PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20221128 DATE AS OF CHANGE: 20221128 EFFECTIVENESS DATE: 20221128 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) CENTRAL INDEX KEY: 0000105377 IRS NUMBER: 132576643 STATE OF INCORPORATION: DE FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 497K SEC ACT: 1933 Act SEC FILE NUMBER: 002-25469 FILM NUMBER: 221421731 BUSINESS ADDRESS: STREET 1: 11 GREENWAY PLZ STREET 2: STE 1000 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 7136261919 MAIL ADDRESS: STREET 1: 11 GREENWAY PLAZA STREET 2: SUITE 1000 CITY: HOUSTON STATE: TX ZIP: 77046 FORMER COMPANY: FORMER CONFORMED NAME: AIM EQUITY FUNDS DATE OF NAME CHANGE: 20000713 FORMER COMPANY: FORMER CONFORMED NAME: AIM EQUITY FUNDS INC DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: WEINGARTEN EQUITY FUND INC DATE OF NAME CHANGE: 19880929 0000105377 S000022173 INVESCO SUMMIT FUND C000063683 CLASS A ASMMX C000063685 CLASS C CSMMX C000063686 CLASS P SMMIX C000069444 Class Y ASMYX C000069445 CLASS R5 SMITX C000081512 CLASS S SMMSX C000188847 Class R6 497K 1 d413042d497k.htm 497K 497K
SUPPLEMENT DATED NOVEMBER 28, 2022 TO THE CURRENT
SUMMARY PROSPECTUS AND STATUTORY PROSPECTUS FOR:
Invesco Summit Fund
(the “Fund”)
This supplement amends the Summary Prospectus and Statutory Prospectus of the above referenced Fund and is in addition to any other supplement(s), unless otherwise specified. You should read this supplement in conjunction with the Summary Prospectus and Statutory Prospectus and retain it for future reference.
The following information replaces in its entirety the table appearing under the heading “Management of the Fund” in the prospectuses: 
Portfolio Managers
Title
Length of Service on the Fund
Ido Cohen
Portfolio Manager
2013
Erik Voss, CFA
Portfolio Manager
2012
Ronald J. Zibelli, Jr., CFA
Portfolio Manager
2022
Effective on or about June 30, 2023, Mr. Voss will no longer serve as a Portfolio Manager of the Fund.
The following information replaces in its entirety the information appearing under the heading “Fund Management – Portfolio Managers” in the Statutory Prospectus:
The following individuals are jointly and primarily responsible for the day-to-day management of the Fund’s portfolio:
▪
Ido Cohen, Portfolio Manager, who has been responsible for the Fund since 2013 and has been associated with Invesco and/or its affiliates since 2010.
▪
Erik Voss, CFA, Portfolio Manager, who has been responsible for the Fund since 2012 and has been associated with Invesco and/or its affiliates since 2010.
▪
Ronald J. Zibelli, Jr., CFA, Portfolio Manager, who has been responsible for the Fund since 2022 and has been associated with Invesco and/or its affiliates since 2019. From 2006 to 2019, Mr. Zibelli was associated with OppenheimerFunds, a global asset management firm.
Effective on or about June 30, 2023, Mr. Voss will no longer serve as a Portfolio Manager of the Fund.
More information on the portfolio managers may be found at www.invesco.com/us. The website is not part of this prospectus.
The Fund’s SAI provides additional information about the portfolio managers’ investments in the Fund, a description of the compensation structure and information regarding other accounts managed.
SUM-SUMSTAT-SUP 112822
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