Invesco Active is trading at 14.75 as of the 27th of November 2024; that is 0.07% up since the beginning of the trading day. The fund's open price was 14.74. Invesco Active 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 Active Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 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 exchange-traded funds and other pooled investment vehicles advised by Invesco Capital or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers . More on Invesco Active Allocation
Invesco Active Allocation [PAAJX] is traded in USA and was established 27th of November 2024. Invesco Active 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 at this time has accumulated 1.81 B in assets with minimum initial investment of 1000 K. Invesco Active Allocation is currently producing year-to-date (YTD) return of 12.17% with the current yeild of 0.02%, while the total return for the last 3 years was 1.02%.
Check Invesco Active 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 Active 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 Active Allocation Mutual Fund Constituents
Other Information on Investing in Invesco Mutual Fund
Invesco Active 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 Active security.