Invesco Floating is trading at 6.45 as of the 25th of January 2026; that is 0.16% up since the beginning of the trading day. The fund's open price was 6.44. Invesco Floating has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 27th of October 2025 and ending today, the 25th of January 2026. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in senior secured floating rate loans made by banks and other lending institutions, senior secured floating rate debt instruments, and derivatives and other instruments that have economic characteristics similar to such securities. More on Invesco Floating Rate
Invesco Floating Rate [AFRFX] is traded in USA and was established 25th of January 2026. Invesco Floating is listed under Invesco category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Invesco family. This fund presently has accumulated 2.56 B in assets under management (AUM) with no minimum investment requirementsInvesco Floating Rate is currently producing year-to-date (YTD) return of 0.39% with the current yeild of 0.08%, while the total return for the last 3 years was 7.85%.
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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 Floating Rate 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 Floating Rate Mutual Fund Constituents
The fund holds about 57.37% of assets under management (AUM) in fixed income securities. Invesco Floating Rate last dividend was 0.02 per share. Large For more info on Invesco Floating Rate please contact the company at 800-959-4246.
Institutional Mutual Fund Holders for Invesco Floating
Have you ever been surprised when a price of an equity instrument such as Invesco Floating is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Invesco Floating Rate backward and forwards among themselves. Invesco Floating's institutional investor refers to the entity that pools money to purchase Invesco Floating's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Invesco Floating's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Invesco Floating Outstanding Bonds
Invesco Floating issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Invesco Floating Rate uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Invesco bonds can be classified according to their maturity, which is the date when Invesco Floating Rate has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Invesco Floating intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Invesco Floating mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Invesco Floating's time-series forecasting models are one of many Invesco Floating's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Invesco Floating's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Other Information on Investing in Invesco Mutual Fund
Invesco Floating 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 Floating security.