Invesco Summit Fund Quote
| ASMMX Fund | USD 30.35 0.01 0.03% |
PerformanceVery Strong
| Odds Of DistressLow
|
Invesco Summit is trading at 30.35 as of the 21st of July 2025; that is 0.03% down since the beginning of the trading day. The fund's open price was 30.36. Invesco Summit has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund invests primarily in equity securities of issuers of all market capitalizations that are considered by the funds portfolio managers to have potential for earnings or revenue growth. The principal type of equity securities in which it invests is common stock. More on Invesco Summit Fund
Moving together with Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Growth Funds, Large Growth, Invesco (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Invesco Summit Fund [ASMMX] is traded in USA and was established 21st of July 2025. Invesco Summit 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 presently has accumulated 2.68 B in assets under management (AUM) with no minimum investment requirementsInvesco Summit is currently producing year-to-date (YTD) return of 4.66%, while the total return for the last 3 years was 21.36%.
Check Invesco Summit 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 Summit Fund 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 Summit Fund Mutual Fund Constituents
| AVGO | Broadcom | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| ILMN | Illumina | Stock | Health Care | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials |
Invesco Summit Risk Profiles
| Mean Deviation | 0.9114 | |||
| Semi Deviation | 0.6681 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.55 |
Invesco Summit Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Summit 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 Summit security.
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