Invesco Main Street Fund Quote
| IOAPX Fund | USD 30.34 0.18 0.60% |
Performance17 of 100
| Odds Of DistressLess than 17
|
Invesco Main is trading at 30.34 as of the 11th of December 2024; that is 0.60% up since the beginning of the trading day. The fund's open price was 30.16. Invesco Main has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 14th of June 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests primarily in common stock of U.S. companies of any market capitalization size. The fund aims to maintain a diversified portfolio across major economic sectors by applying investment parameters for both sector and position size. The portfolio also includes both growth and value stocks.. More on Invesco Main Street
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Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Large Blend, Invesco, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Invesco Main Street [IOAPX] is traded in USA and was established 11th of December 2024. Invesco Main is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Invesco family. This fund currently has accumulated 900.65 M in assets under management (AUM) with no minimum investment requirementsInvesco Main Street is currently producing year-to-date (YTD) return of 33.22% with the current yeild of 0.0%, while the total return for the last 3 years was 11.76%.
Check Invesco Main 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 Main Street 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 Main Street Mutual Fund Constituents
| WMT | Walmart | Stock | Consumer Staples | |
| AMAT | Applied Materials | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SNAP | Snap Inc | Stock | Communication Services | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PLD | Prologis | Stock | Real Estate | |
| NVDA | NVIDIA | Stock | Information Technology |
Invesco Main Street Risk Profiles
| Mean Deviation | 0.5055 | |||
| Semi Deviation | 0.4102 | |||
| Standard Deviation | 0.7322 | |||
| Variance | 0.5361 |
Invesco Main Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Main 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 Main security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |