Invesco Gold is trading at 32.37 as of the 21st of March 2025; that is 0.68% down since the beginning of the trading day. The fund's open price was 32.59. Invesco Gold 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests mainly in common stocks of companies that are involved in mining, processing or dealing in gold or other metals or minerals, gold bullion, other physical metals, and precious metals-related ETFs and may invest all of its assets in those securities. More on Invesco Gold Special
Invesco Gold Special [IOGYX] is traded in USA and was established 21st of March 2025. Invesco Gold is listed under Invesco category by Fama And French industry classification. The fund is listed under Equity Precious Metals category and is part of Invesco family. The entity is thematically classified as Precious Metals Funds. This fund currently has accumulated 1.11 B in assets under management (AUM) with no minimum investment requirementsInvesco Gold Special is currently producing year-to-date (YTD) return of 22.32% with the current yeild of 0.01%, while the total return for the last 3 years was 4.4%.
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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 Gold Special 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.
Other Information on Investing in Invesco Mutual Fund
Invesco Gold 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 Gold security.