SUMPRO-SUP (R6)
Summary Prospectus Supplement dated April 4, 2017
The purpose of this mailing is to provide you with changes to the current Summary Prospectuses for Class R6 shares of the Funds listed below:
The following information replaces in its entirety the first paragraph appearing under the heading “Fees and Expenses of the Fund” in the Summary Prospectus for each Fund:
“This table describes the fees and expenses that you may pay if you buy and hold shares of the Fund. Investors may pay commissions and/or other forms of compensation to an intermediary, such as a broker, for transactions in Class R6 shares, which are not reflected in the table or the example below.”
The following information is added to the information appearing under the heading “Fees and Expenses of the Fund – Example” in the Summary Prospectus for each Fund:
“This Example does not include commissions and/or other forms of compensation that investors may pay on transactions in Class R6 shares.”
The following information replaces in its entirety the information appearing under the heading “Purchase and Sale of Fund Shares” in the Summary Prospectus for each Fund:
“You may purchase, redeem or exchange shares of the Fund on any business day through your financial adviser or by telephone at 800-959-4246.
There is no minimum initial investment for Employer Sponsored Retirement and Benefit Plans investing through a retirement platform that administers at least $2.5 billion in retirement plan assets. All other Employer Sponsored Retirement and Benefit Plans must meet a minimum initial investment of at least $1 million in each Fund in which it invests.
The minimum initial investment for all other institutional investors is $10 million, unless such investment is made by (i) an investment company, as defined under the Investment Company Act of 1940, as amended (1940 Act), that is part of a family of investment companies
SUMPRO-SUP (R6)
SUMPRO-SUP (R6)
which own in the aggregate at least $100 million in securities, or (ii) an account established with a 529 college savings plan managed by Invesco, in which case there is no minimum initial investment.
There are no minimum investment amounts for Class R6 shares held through retail omnibus accounts maintained by an intermediary, such as a broker, that (i) generally charges an asset-based fee or commission in addition to those described in this prospectus, and (ii) maintains Class R6 shares and makes them available to retail investors.”
SUMPRO-SUP (R6)