Invesco Equity And Fund Quote
| ACEIX Fund | USD 10.95 0.05 0.46% |
PerformanceStrong
| Odds Of DistressLow
|
Invesco Equity is trading at 10.95 as of the 20th of July 2025; that is 0.46% up since the beginning of the trading day. The fund's open price was 10.9. Invesco Equity has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in equity and income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests, under normal circumstances, at least 65 percent of its net assets in income-producing equity investments. More on Invesco Equity And
Moving together with Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Invesco (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 16th of December 2022 |
| Fiscal Year End | August |
Invesco Equity And [ACEIX] is traded in USA and was established 20th of July 2025. Invesco Equity is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Invesco family. This fund presently has accumulated 11.78 B in assets under management (AUM) with no minimum investment requirementsInvesco Equity And is currently producing year-to-date (YTD) return of 5.1% with the current yeild of 0.02%, while the total return for the last 3 years was 10.5%.
Check Invesco Equity 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 Equity And 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 Equity And Mutual Fund Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund | |
| MDLZ | Mondelez International | Stock | Consumer Staples | |
| APA | APA Corporation | Stock | Energy | |
| OXY | Occidental Petroleum | Stock | Energy | |
| COP | ConocoPhillips | Stock | Energy | |
| ORCL | Oracle | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| BAC | Bank of America | Stock | Financials |
Invesco Equity And Risk Profiles
| Mean Deviation | 0.44 | |||
| Semi Deviation | 0.2316 | |||
| Standard Deviation | 0.6073 | |||
| Variance | 0.3688 |
Invesco Equity Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Equity 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 Equity security.
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