Invesco Growth Allocation Fund Quote
| AADYX Fund | USD 16.18 0.01 0.06% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Invesco Growth is trading at 16.18 as of the 27th of November 2024; that is 0.06% up since the beginning of the trading day. The fund's open price was 16.17. 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
Moving against Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
Invesco Growth Allocation [AADYX] 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 minimum initial investment of 1 K. Invesco Growth Allocation is currently producing year-to-date (YTD) return of 12.68% with the current yeild of 0.01%, while the total return for the last 3 years was 1.39%.
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
| PXF | Invesco FTSE RAFI | Etf | Foreign Large Value | |
| PXLG | Invesco SP 500 | Etf | Large Growth | |
| OMFL | Oppenheimer Russell 1000 | Etf | Large Blend | |
| XSLV | Invesco SP SmallCap | Etf | Small Blend | |
| VAFFX | Invesco American Franchise | Mutual Fund | Large Growth | |
| VADFX | Invesco Equally Weighted Sp | Mutual Fund | Large Blend | |
| SPLV | Invesco SP 500 | Etf | Large Value | |
| SPGP | Invesco SP 500 | Etf | Large Blend |
Invesco Growth Allocation Risk Profiles
| Mean Deviation | 0.4537 | |||
| Semi Deviation | 0.5402 | |||
| Standard Deviation | 0.594 | |||
| Variance | 0.3528 |
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.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |