Invesco Sp 500 Fund Quote
| SPIAX Fund | USD 59.81 0.39 0.66% |
PerformanceVery Weak
| Odds Of DistressLow
|
Invesco Sp is trading at 59.81 as of the 17th of March 2025; that is 0.66% up since the beginning of the trading day. The fund's open price was 59.42. Invesco Sp has about a 21 % 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 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in common stocks of companies included in the SP 500 Index, and in derivatives and other instruments that have economic characteristics similar to such securities. The index measures the performance of equity securities of larger U.S. More on Invesco Sp 500
Moving together with Invesco Mutual Fund
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 March 2025 |
| Expense Ratio Date | 16th of December 2022 |
| Fiscal Year End | August |
Invesco Sp 500 [SPIAX] is traded in USA and was established 17th of March 2025. Invesco Sp 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 at this time has accumulated 2.42 B in assets with no minimum investment requirementsInvesco Sp 500 is currently producing year-to-date (YTD) return of 1.34% with the current yeild of 0.01%, while the total return for the last 3 years was 11.67%.
Check Invesco Sp 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 Sp 500 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 Sp 500 Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Invesco Sp 500 Risk Profiles
| Mean Deviation | 0.7877 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.02 | |||
| Risk Adjusted Performance | (0.1) |
Invesco Sp Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Sp 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 Sp security.
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