Invesco American Franchise Fund Quote

VAFAX Fund  USD 30.45  0.03  0.1%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Invesco American is trading at 30.45 as of the 24th of November 2024; that is 0.1% up since the beginning of the trading day. The fund's open price was 30.42. Invesco American has less than a 18 % 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 American Franchise are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in securities that are considered by the funds portfolio managers to have potential for earnings or revenue growth. More on Invesco American Franchise

Moving together with Invesco Mutual Fund

  0.98OARDX Oppenheimer RisingPairCorr
  0.73AMHYX Invesco High YieldPairCorr

Moving against Invesco Mutual Fund

  0.7OSMCX Oppenheimer InternationalPairCorr
  0.69OSMAX Oppenheimer InternationalPairCorr
  0.6EMLDX Invesco Emerging MarketsPairCorr
  0.53OSICX Oppenheimer StrategicPairCorr
  0.42OCCIX Oppenheimer CnsrvtvPairCorr
  0.36PXCCX Invesco Select RiskPairCorr

Invesco Mutual Fund Highlights

Fund ConcentrationInvesco Funds, Large Growth Funds, Large Growth, Invesco, Large Growth, Large Growth (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date16th of December 2022
Fiscal Year EndAugust
Invesco American Franchise [VAFAX] is traded in USA and was established 24th of November 2024. Invesco American is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Invesco family. This fund at this time has accumulated 12.64 B in net assets with no minimum investment requirementsInvesco American Fra is currently producing year-to-date (YTD) return of 31.74%, while the total return for the last 3 years was 6.31%.
Check Invesco American 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 American Franchise 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 American Franchise Mutual Fund Constituents

AVGOBroadcomStockInformation Technology
DISHDISH NetworkStockCommunication Services
EAElectronic ArtsStockCommunication Services
VVisa Class AStockFinancials
AAPLApple IncStockInformation Technology
SNEJFSony CorpPink SheetConsumer Electronics
QCOMQualcomm IncorporatedStockInformation Technology
PYPLPayPal HoldingsStockFinancials
More Details

Invesco American Fra Risk Profiles

Invesco American Against Markets

Other Information on Investing in Invesco Mutual Fund

Invesco American 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 American security.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities