Invesco Global Real Fund Quote
| ARGYX Fund | USD 9.39 0.03 0.32% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Invesco Global is trading at 9.39 as of the 2nd of December 2024; that is 0.32% down since the beginning of the trading day. The fund's open price was 9.42. Invesco Global 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. Equity ratings for Invesco Global Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in securities of real estate and real estate-related issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in real estate investment trusts and equity securities of domestic and foreign issuers. More on Invesco Global Real
Moving together with Invesco Mutual Fund
Moving against Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
Invesco Global Real [ARGYX] is traded in USA and was established 2nd of December 2024. Invesco Global is listed under Invesco category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Invesco family. This fund presently has accumulated 879.37 M in assets under management (AUM) with minimum initial investment of 1 K. Invesco Global Real is currently producing year-to-date (YTD) return of 4.7% with the current yeild of 0.02%, while the total return for the last 3 years was -4.19%.
Check Invesco Global 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 Global Real 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 Global Real Mutual Fund Constituents
| MITEF | Mitsubishi Estate Co | Pink Sheet | Real Estate—Diversified | |
| HCP | Hashicorp | Stock | Information Technology | |
| MAA | Mid America Apartment Communities | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate | |
| UDR | UDR Inc | Stock | Real Estate | |
| SUI | Sun Communities | Stock | Real Estate |
Invesco Global Real Risk Profiles
| Mean Deviation | 0.5795 | |||
| Semi Deviation | 0.749 | |||
| Standard Deviation | 0.728 | |||
| Variance | 0.5299 |
Invesco Global Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Global 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 Global security.
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |