Invesco American Franchise Fund Quote
VAFAX Fund | USD 30.45 0.03 0.1% |
Performance11 of 100
| Odds Of DistressLess than 18
|
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
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Invesco Mutual Fund Highlights
Fund Concentration | Invesco Funds, Large Growth Funds, Large Growth, Invesco, Large Growth, Large Growth (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 16th of December 2022 |
Fiscal Year End | August |
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
AVGO | Broadcom | Stock | Information Technology | |
DISH | DISH Network | Stock | Communication Services | |
EA | Electronic Arts | Stock | Communication Services | |
V | Visa Class A | Stock | Financials | |
AAPL | Apple Inc | Stock | Information Technology | |
SNEJF | Sony Corp | Pink Sheet | Consumer Electronics | |
QCOM | Qualcomm Incorporated | Stock | Information Technology | |
PYPL | PayPal Holdings | Stock | Financials |
Invesco American Fra Risk Profiles
Mean Deviation | 0.7788 | |||
Semi Deviation | 1.05 | |||
Standard Deviation | 1.13 | |||
Variance | 1.28 |
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 |