Invesco Equity And Fund Quote
| ACESX Fund | USD 11.74 0.08 0.69% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Invesco Equity is trading at 11.74 as of the 27th of November 2024; that is 0.69% increase since the beginning of the trading day. The fund's open price was 11.66. Invesco Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Invesco Equity And are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2023 and ending today, the 27th of November 2024. 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
Moving against Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Value Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
Invesco Equity And [ACESX] is traded in USA and was established 27th of November 2024. Invesco Equity 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 14.6 B in assets under management (AUM) with no minimum investment requirementsInvesco Equity And is currently producing year-to-date (YTD) return of 16.1% with the current yeild of 0.02%, while the total return for the last 3 years was 5.73%.
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
| JPM | JPMorgan Chase Co | Stock | Financials | |
| CVS | CVS Health Corp | Stock | Health Care | |
| GD | General Dynamics | Stock | Industrials | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| BAC | Bank of America | Stock | Financials | |
| CBRE | CBRE Group Class | Stock | Real Estate | |
| DVN | Devon Energy | Stock | Energy | |
| ORCL | Oracle | Stock | Information Technology |
Invesco Equity And Risk Profiles
| Mean Deviation | 0.3802 | |||
| Semi Deviation | 0.1966 | |||
| Standard Deviation | 0.5248 | |||
| Variance | 0.2755 |
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.
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |