Invesco Low Volatility Fund Quote
| SCCUX Fund | USD 11.01 0.14 1.26% |
PerformanceVery Weak
| Odds Of DistressLow
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Invesco Low is trading at 11.01 as of the 4th of March 2025; that is 1.26 percent decrease since the beginning of the trading day. The fund's open price was 11.15. Invesco Low has about a 23 % 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 5th of September 2024 and ending today, the 4th of March 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in U.S. equity securities, including common and preferred stock, and ELNs. More on Invesco Low Volatility
Moving together with Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Derivative Income Funds, Derivative Income, Invesco (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 16th of December 2022 |
| Fiscal Year End | August |
Invesco Low Volatility [SCCUX] is traded in USA and was established 4th of March 2025. Invesco Low is listed under Invesco category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of Invesco family. This fund at this time has accumulated 185.38 M in assets with no minimum investment requirementsInvesco Low Volatility is currently producing year-to-date (YTD) return of 3.1% with the current yeild of 0.05%, while the total return for the last 3 years was 8.88%.
Check Invesco Low 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 Low Volatility 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 Low Volatility Mutual Fund Constituents
| AMAT | Applied Materials | Stock | Information Technology | |
| ETR | Entergy | Stock | Utilities | |
| MCK | McKesson | Stock | Health Care | |
| AMGN | Amgen Inc | Stock | Health Care | |
| NTAP | NetApp Inc | Stock | Information Technology | |
| HPQ | HP Inc | Stock | Information Technology | |
| HLF | Herbalife Nutrition | Stock | Consumer Staples | |
| AGCO | AGCO Corporation | Stock | Industrials |
Invesco Low Volatility Risk Profiles
| Mean Deviation | 0.4552 | |||
| Standard Deviation | 0.6357 | |||
| Variance | 0.4041 | |||
| Risk Adjusted Performance | (0.01) |
Invesco Low Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Low 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 Low security.
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |