Invesco Equity And Fund Quote

ACEIX Fund  USD 10.71  0.06  0.56%   

Performance

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Odds Of Distress

Less than 22

 
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Invesco Equity is trading at 10.71 as of the 18th of January 2025; that is 0.56% up since the beginning of the trading day. The fund's open price was 10.65. Invesco Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in equity and income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests, under normal circumstances, at least 65 percent of its net assets in income-producing equity investments. More on Invesco Equity And

Moving together with Invesco Mutual Fund

  0.67VMICX Invesco Municipal IncomePairCorr
  0.62VMINX Invesco Municipal IncomePairCorr
  0.89OARDX Oppenheimer RisingPairCorr

Invesco Mutual Fund Highlights

Fund ConcentrationInvesco Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Invesco (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date16th of December 2022
Fiscal Year EndAugust
Invesco Equity And [ACEIX] is traded in USA and was established 18th of January 2025. Invesco Equity is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Invesco family. This fund presently has accumulated 11.78 B in assets under management (AUM) with no minimum investment requirementsInvesco Equity And is currently producing year-to-date (YTD) return of 0.67% with the current yeild of 0.02%, while the total return for the last 3 years was 3.72%.
Check Invesco Equity 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 Equity And 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 Equity And Mutual Fund Constituents

PMPhilip Morris InternationalStockConsumer Staples
TRPXXShort Term Investment TrustMoney Market FundUS Money Market Fund
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
CSXCSX CorporationStockIndustrials
CVSCVS Health CorpStockHealth Care
MRKMerck CompanyStockHealth Care
MDLZMondelez InternationalStockConsumer Staples
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Invesco Equity And Risk Profiles

Invesco Equity Against Markets

Other Information on Investing in Invesco Mutual Fund

Invesco Equity 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 Equity security.
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