Invesco Value Opportunities Fund Quote
| VVONX Fund | USD 24.74 0.20 0.81% |
Performance20 of 100
| Odds Of DistressLess than 15
|
Invesco Value is trading at 24.74 as of the 1st of December 2024; that is 0.81% up since the beginning of the trading day. The fund's open price was 24.54. Invesco Value has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Invesco Value Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. Click here to learn more.
The fund normally invests in a portfolio of common stocks, preferred stocks and convertible securities. The fund may invest in securities of issuers of any market capitalization however, under normal market conditions, it invests a substantial portion of its assets in securities of mid-capitalization issuers. More on Invesco Value Opportunities
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Moving against Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Invesco, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Invesco Value Opportunities [VVONX] is traded in USA and was established 1st of December 2024. Invesco Value is listed under Invesco category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Invesco family. This fund at this time has accumulated 803.34 M in net assets with no minimum investment requirementsInvesco Value Opport is currently producing year-to-date (YTD) return of 36.96% with the current yeild of 0.0%, while the total return for the last 3 years was 17.07%.
Check Invesco Value 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 Value Opportunities 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 Value Opportunities Mutual Fund Constituents
| SRCL | Stericycle | Stock | Industrials | |
| WFC | Wells Fargo | Stock | Financials | |
| MTG | MGIC Investment Corp | Stock | Financials | |
| DAN | Dana Inc | Stock | Consumer Discretionary | |
| DNB | Dun Bradstreet Holdings | Stock | Industrials | |
| SYF | Synchrony Financial | Stock | Financials | |
| CCK | Crown Holdings | Stock | Materials | |
| SEE | Sealed Air | Stock | Materials |
Invesco Value Opport Risk Profiles
| Mean Deviation | 0.8632 | |||
| Semi Deviation | 0.8852 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 |
Invesco Value Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Value 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 Value security.
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