Invesco Floating Rate Fund Quote
| AFRFX Fund | USD 6.67 0.01 0.15% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Invesco Floating is trading at 6.67 as of the 22nd of December 2024; that is 0.15% down since the beginning of the trading day. The fund's open price was 6.68. Invesco Floating has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 22nd of November 2024 and ending today, the 22nd of December 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in senior secured floating rate loans made by banks and other lending institutions, senior secured floating rate debt instruments, and derivatives and other instruments that have economic characteristics similar to such securities. More on Invesco Floating Rate
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Moving against Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Funds, Bank Loan Funds, Bank Loan, Invesco (View all Sectors) |
| Update Date | 31st of December 2024 |
Invesco Floating Rate [AFRFX] is traded in USA and was established 22nd of December 2024. Invesco Floating is listed under Invesco category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Invesco family. This fund presently has accumulated 2.56 B in assets under management (AUM) with no minimum investment requirementsInvesco Floating Rate is currently producing year-to-date (YTD) return of 7.73% with the current yeild of 0.09%, while the total return for the last 3 years was 5.77%.
Check Invesco Floating 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 Floating Rate 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 Floating Rate Mutual Fund Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund | |
| LPCXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund |
Invesco Floating Top Holders
| PKTQX | Invesco Peak Retirement | Mutual Fund | Target-Date 2015 | |
| PKTHX | Invesco Peak Retirement | Mutual Fund | Target-Date 2020 | |
| PKTFX | Invesco Peak Retirement | Mutual Fund | Target-Date 2025 | |
| PKTEX | Invesco Peak Retirement | Mutual Fund | Target-Date 2025 | |
| PKTDX | Invesco Peak Retirement | Mutual Fund | Target-Date 2025 | |
| PKTRX | Invesco Peak Retirement | Mutual Fund | Target-Date 2015 | |
| PKTCX | Invesco Peak Retirement | Mutual Fund | Target-Date 2025 | |
| PKTOX | Invesco Peak Retirement | Mutual Fund | Target-Date 2015 |
Invesco Floating Rate Risk Profiles
| Mean Deviation | 0.0932 | |||
| Standard Deviation | 0.1746 | |||
| Variance | 0.0305 | |||
| Downside Variance | 0.0318 |
Invesco Floating Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Floating 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 Floating security.
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