Invesco Equity And Fund Quote
ACESX Fund | USD 10.54 0.04 0.38% |
PerformanceVery Weak
| Odds Of DistressLow
|
Invesco Equity is trading at 10.54 as of the 2nd of June 2025; that is 0.38% increase since the beginning of the trading day. The fund's open price was 10.5. Invesco Equity has about a 22 % 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 4th of March 2025 and ending today, the 2nd of June 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 |
Invesco Equity And [ACESX] is traded in USA and was established 2nd of June 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 14.6 B in assets under management (AUM) with no minimum investment requirementsInvesco Equity And is currently producing year-to-date (YTD) return of 0.6% with the current yeild of 0.02%, while the total return for the last 3 years was 5.91%.
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
CTSH | Cognizant Technology Solutions | Stock | Information Technology | |
CSX | CSX Corporation | Stock | Industrials | |
CFG | Citizens Financial Group, | Stock | Financials | |
BAC | Bank of America | Stock | Financials | |
AIG | American International Group | Stock | Financials | |
COP | ConocoPhillips | Stock | Energy | |
C | Citigroup | Stock | Financials | |
JPM | JPMorgan Chase Co | Stock | Financials |
Invesco Equity And Risk Profiles
Mean Deviation | 0.7845 | |||
Standard Deviation | 1.23 | |||
Variance | 1.5 | |||
Risk Adjusted Performance | (0.04) |
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.
Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories |