Invesco Greater China Fund Quote
| CACSX Fund | USD 17.19 0.02 0.12% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Invesco Greater is trading at 17.19 as of the 1st of December 2024; that is 0.12% down since the beginning of the trading day. The fund's open price was 17.21. Invesco Greater has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Invesco Greater China are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in equity or equity-related instruments issued by companies located or operating in Greater China and in other instruments that have economic characteristics similar to such securities. More on Invesco Greater China
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, China Region Funds, China Region, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
Invesco Greater China [CACSX] is traded in USA and was established 1st of December 2024. Invesco Greater is listed under Invesco category by Fama And French industry classification. The fund is listed under China Region category and is part of Invesco family. This fund currently has accumulated 89.54 M in assets under management (AUM) with no minimum investment requirementsInvesco Greater China is currently producing year-to-date (YTD) return of 2.48% with the current yeild of 0.02%, while the total return for the last 3 years was -11.08%.
Check Invesco Greater 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 Greater China 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 Greater China Mutual Fund Constituents
| VIPS | Vipshop Holdings Limited | Stock | Consumer Discretionary | |
| YY | YY Inc Class | Stock | Communication Services | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| JD | JD Inc Adr | Stock | Consumer Discretionary | |
| NTES | NetEase | Stock | Communication Services | |
| PDD | PDD Holdings | Stock | Consumer Discretionary | |
| WB | Weibo Corp | Stock | Communication Services |
Invesco Greater China Risk Profiles
| Mean Deviation | 1.42 | |||
| Semi Deviation | 1.98 | |||
| Standard Deviation | 2.12 | |||
| Variance | 4.48 |
Invesco Greater Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Greater 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 Greater security.
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