Invesco Sp 500 Fund Quote
| SPIAX Fund | USD 63.89 0.34 0.54% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Invesco Sp is trading at 63.89 as of the 30th of January 2025; that is 0.54% up since the beginning of the trading day. The fund's open price was 63.55. Invesco Sp 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. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in common stocks of companies included in the SP 500 Index, and in derivatives and other instruments that have economic characteristics similar to such securities. The index measures the performance of equity securities of larger U.S. More on Invesco Sp 500
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Large Blend, Invesco, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 16th of December 2022 |
| Fiscal Year End | August |
Invesco Sp 500 [SPIAX] is traded in USA and was established 30th of January 2025. Invesco Sp is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Invesco family. This fund at this time has accumulated 2.42 B in assets with no minimum investment requirementsInvesco Sp 500 is currently producing year-to-date (YTD) return of 3.77% with the current yeild of 0.01%, while the total return for the last 3 years was 12.56%.
Check Invesco Sp 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 Sp 500 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 Sp 500 Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Invesco Sp 500 Risk Profiles
| Mean Deviation | 0.6016 | |||
| Semi Deviation | 0.8375 | |||
| Standard Deviation | 0.8469 | |||
| Variance | 0.7173 |
Invesco Sp Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Sp 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 Sp security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |