Invesco Growth Allocation Fund Quote

AADRX Fund  USD 16.02  0.09  0.56%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Invesco Growth is trading at 16.02 as of the 27th of November 2024; that is 0.56% increase since the beginning of the trading day. The fund's open price was 15.93. Invesco Growth has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Invesco Growth Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by the adviser and ETFs and other pooled investment vehicles. Its target allocation is to invest approximately 70-85 percent of its total assets in underlying funds that invest primarily in equity securities, approximately 5-30 percent of its total assets in underlying funds that invest primarily in fixed-income securities and approximately 5-20 percent of its total assets in alternative asset classes.. More on Invesco Growth Allocation

Moving together with INVESCO Mutual Fund

  0.93OARDX Oppenheimer RisingPairCorr
  0.75AMHYX Invesco High YieldPairCorr

Moving against INVESCO Mutual Fund

  0.38OSMCX Oppenheimer InternationalPairCorr
  0.37OSMAX Oppenheimer InternationalPairCorr

INVESCO Mutual Fund Highlights

Fund ConcentrationInvesco Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Invesco (View all Sectors)
Update Date30th of September 2024
Invesco Growth Allocation [AADRX] is traded in USA and was established 27th of November 2024. Invesco Growth is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Invesco family. This fund presently has accumulated 1.02 B in assets under management (AUM) with no minimum investment requirementsInvesco Growth Allocation is currently producing year-to-date (YTD) return of 11.55% with the current yeild of 0.01%, while the total return for the last 3 years was 0.63%.
Check Invesco Growth Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on INVESCO Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding INVESCO Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Growth Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Invesco Growth Allocation Mutual Fund Constituents

OMFLOppenheimer Russell 1000EtfLarge Blend
XSLVInvesco SP SmallCapEtfSmall Blend
VAFFXInvesco American FranchiseMutual FundLarge Growth
VADFXInvesco Equally Weighted SpMutual FundLarge Blend
SPLVInvesco SP 500EtfLarge Value
SPGPInvesco SP 500EtfLarge Blend
RPGInvesco SP 500EtfLarge Growth
PXLGInvesco SP 500EtfLarge Growth
More Details

Invesco Growth Allocation Risk Profiles

Invesco Growth Against Markets

Other Information on Investing in INVESCO Mutual Fund

Invesco Growth financial ratios help investors to determine whether INVESCO Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in INVESCO with respect to the benefits of owning Invesco Growth security.
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account