Invesco Servative Allocation Fund Quote
| CACMX Fund | USD 10.66 0.03 0.28% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Invesco Conservative is trading at 10.66 as of the 23rd of November 2024; that is 0.28 percent decrease since the beginning of the trading day. The fund's open price was 10.69. Invesco Conservative has about a 22 % 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. Equity ratings for Invesco Servative Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of September 2024 and ending today, the 23rd 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 30-50 percent of its total assets in underlying equity funds, approximately 50-70 percent of its total assets in underlying fixed-income funds and approximately 5-20 percent of its total assets in alternative asset classes including underlying funds that invest primarily in commodities and other derivatives.. More on Invesco Servative Allocation
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Invesco Servative Allocation [CACMX] is traded in USA and was established 23rd of November 2024. Invesco Conservative is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Invesco family. This fund currently has accumulated 287.34 M in assets under management (AUM) with no minimum investment requirementsInvesco Conservative is currently producing year-to-date (YTD) return of 5.67% with the current yeild of 0.02%, while the total return for the last 3 years was -1.88%.
Check Invesco Conservative 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 Servative 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 Servative Allocation Mutual Fund Constituents
| PLW | Invesco | Etf | Long Government | |
| OGLIX | Oppenheimer Global Fd | Mutual Fund | World Large-Stock Growth | |
| VUSJX | Invesco Quality Income | Mutual Fund | Intermediate Government | |
| VRIG | Invesco Variable Rate | Etf | Ultrashort Bond | |
| VADFX | Invesco Equally Weighted Sp | Mutual Fund | Large Blend | |
| SDPSX | Invesco Short Duration | Mutual Fund | Short-Term Inflation-Protected Bond | |
| RPV | Invesco SP 500 | Etf | Large Value | |
| RPG | Invesco SP 500 | Etf | Large Growth |
Invesco Conservative Risk Profiles
| Mean Deviation | 0.2756 | |||
| Semi Deviation | 0.3141 | |||
| Standard Deviation | 0.3494 | |||
| Variance | 0.1221 |
Invesco Conservative Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Conservative 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 Conservative security.
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