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LIEBER EX REL. INVESCO BALANCED v. INVESCO FUNDS

No. CIV.A.H-03-5744.

371 F.Supp.2d 852 (2005)

Stanley LIEBER, on Behalf of INVESCO BALANCED FUND/INV, Invesco Core Equity Fund/Inv, Invesco Dynamics Fund/Inv Invesco Energy Fund/Inv, Invesco European Fund/Inv, Invesco Financial Services Fund/Inv, Invesco Gold & Precious Metals Fund/Inv, Invesco Growth & Income Fund/Inv, Invesco Health Science Fund/Inv, Invesco High Yield Fund/Inv, Invesco International Blue Chip Value Fund/Inv, Invesco Leisure Fund/Inv, Invesco Real Estate Opportunity Fund/Inv, Invesco S & P 500 Index Fund/Inv, Invesco Select Income Fund/Inv, Invesco Tax Free Bond Fund/Inv, Invesco Technology Fund/Inv, Invesco Telecommunications Fund/Inv, Invesco U.S. Government Securities Fund/Inv, Invesco Utilities Fund/Inv, and Invesco Value Equity Fund/Inv, v. INVESCO FUNDS GROUP, INC., Aim Advisors, Inc., Bob R. Baker, James T. Bunch, Gerald J. Lewis, Larry Soll, Frank S. Bayley, Bruce L. Crockett, Albert R. Dowden, Edward K. Dunn, Jr., Jack M. Fields, Carl Frischling, Prema Mathai-Davis, Lewis F. Pennock, Ruth H. Quigley, Louis S. Sklar, Robert H. Graham, and Mark H. Williamson, and Aim Sector Fund, Aim Combination Stock & Bond Funds, and Aim Stock Funds

United States District Court, S.D. Texas, Houston Division.

January 20, 2005.

Attorney(s) appearing for the Case

Eduard Korsinsky, Zimmerman Levi et al., New York City, Jan Marc Zimmerman, Zimmerman Levi and Korsinsky, Westfield, NJ, Roger B. Greenberg, Schwartz Junell et al., Houston, TX, for Plaintiffs.

Anthony Zaccaria, Daniel A. Pollack, Edward T. McDermott, Pollack & Kaminsky, New York City, Michael Kenan Oldham, Gibbs and Bruns, Jacks C. Nickens, Nickens Keeton et al., Houston, TX, for Defendants.

MEMORANDUM AND ORDER

WERLEIN, District Judge.

Pending is Defendants' Motion to Dismiss and/or for Summary Judgment (Document No. 32). After carefully considering the motion, response, reply, and the applicable law, the Court concludes as follows:

I. Background

Plaintiff Stanley Lieber ("Plaintiff"), a shareholder in the INVESCO Core Equity Fund/Inv and INVESCO Health Science Fund/Inv,1 brings this...

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