Invesco Disciplined Equity Fund Quote

AWEIX Fund  USD 30.40  0.01  0.03%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Invesco Disciplined is trading at 30.40 as of the 24th of March 2025; that is 0.03% down since the beginning of the trading day. The fund's open price was 30.41. Invesco Disciplined 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. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments that have economic characteristics similar to equity securities. CIBC Atlas is traded on NASDAQ Exchange in the United States. More on Invesco Disciplined Equity

Moving together with Invesco Mutual Fund

  0.94AWGIX Cibc Atlas AllPairCorr
  0.9AWIIX At Income OpportunitiesPairCorr
  0.96AWMIX At Mid CapPairCorr
  0.92AWYIX At Equity IncomePairCorr

Moving against Invesco Mutual Fund

  0.36AWWIX Cibc Atlas InternationalPairCorr

Invesco Mutual Fund Highlights

Fund ConcentrationCIBC Private Wealth Management Funds, Large Blend Funds, Large Blend, CIBC Private Wealth Management, Large Growth, Large Blend (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Invesco Disciplined Equity [AWEIX] is traded in USA and was established 24th of March 2025. Invesco Disciplined is listed under CIBC Private Wealth Management category by Fama And French industry classification. The fund is listed under Large Blend category and is part of CIBC Private Wealth Management family. This fund presently has accumulated 1.52 B in assets under management (AUM) with minimum initial investment of 250 K. Invesco Disciplined is currently producing year-to-date (YTD) return of 1.48% with the current yeild of 0.01%, while the total return for the last 3 years was 8.86%.
Check Invesco Disciplined Probability Of Bankruptcy

Instrument Allocation

Top Invesco Disciplined Equity Mutual Fund Constituents

AMTAmerican Tower CorpStockReal Estate
CMCSAComcast CorpStockCommunication Services
ADPAutomatic Data ProcessingStockIndustrials
CCitigroupStockFinancials
ICEIntercontinental ExchangeStockFinancials
HDHome DepotStockConsumer Discretionary
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
More Details

Invesco Disciplined Risk Profiles

Invesco Disciplined Against Markets

Other Information on Investing in Invesco Mutual Fund

Invesco Disciplined 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 Disciplined security.
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