Invesco American Franchise Fund Quote
VAFCX Fund | USD 20.28 0.97 4.56% |
PerformanceVery Weak
| Odds Of DistressLow
|
Invesco American is trading at 20.28 as of the 11th of March 2025; that is 4.56 percent decrease since the beginning of the trading day. The fund's open price was 21.25. Invesco American has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 10th of January 2025 and ending today, the 11th of March 2025. 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
Moving against Invesco Mutual Fund
Invesco Mutual Fund Highlights
Fund Concentration | Invesco Funds, Large Growth Funds, Large Growth, Invesco, Large Growth, Large Growth (View all Sectors) |
Update Date | 31st of March 2025 |
Expense Ratio Date | 16th of December 2022 |
Fiscal Year End | August |
Invesco American Franchise [VAFCX] is traded in USA and was established 11th of March 2025. 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 0.3%, while the total return for the last 3 years was 12.53%.
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 | |
AMAT | Applied Materials | Stock | Information Technology | |
V | Visa Class A | Stock | Financials | |
SNEJF | Sony Corp | Pink Sheet | Consumer Electronics | |
QCOM | Qualcomm Incorporated | Stock | Information Technology | |
PYPL | PayPal Holdings | Stock | Financials | |
PM | Philip Morris International | Stock | Consumer Staples | |
MSFT | Microsoft | Stock | Information Technology |
Invesco American Fra Risk Profiles
Mean Deviation | 1.21 | |||
Standard Deviation | 1.57 | |||
Variance | 2.45 | |||
Risk Adjusted Performance | (0.1) |
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.
AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
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 | |
Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |