Nasdaq - Delayed Quote USD

Invesco Comstock Select A (CGRWX)

37.35 +0.30 (+0.81%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 37.05
  • YTD Return 10.93%
  • Expense Ratio 0.92%
  • Category Large Value
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 781.61M
  • Beta (5Y Monthly) 0.81
  • Yield 1.71%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.40
  • Inception Date Mar 1, 2001

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest up to 25% of its net assets in securities of foreign issuers, which may include securities of issuers located in emerging markets countries and depositary receipts. The fund is non-diversified.

Invesco

Fund Family

Large Value

Fund Category

781.61M

Net Assets

2001-03-01

Inception Date

Performance Overview: CGRWX

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Trailing returns as of 11/21/2024. Category is Large Value.

YTD Return

CGRWX
10.93%
Category
4.44%
 

1-Year Return

CGRWX
23.67%
Category
14.37%
 

3-Year Return

CGRWX
8.88%
Category
6.04%
 

5-Year Return

CGRWX
12.43%
Category
9.20%
 

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Holdings: CGRWX

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Top 10 Holdings (43.09% of Total Assets)

SymbolCompany% Assets
C
Citigroup Inc. 5.18%
SNY
Sanofi 5.15%
BAC
Bank of America Corporation 4.96%
JCI
Johnson Controls International plc 4.48%
EBAY
eBay Inc. 4.44%
WFC
Wells Fargo & Company 3.82%
LVS
Las Vegas Sands Corp. 3.81%
SU.TO
Suncor Energy Inc. 3.77%
FITB
Fifth Third Bancorp 3.77%
ELV
Elevance Health, Inc. 3.73%

Sector Weightings

SectorCGRWX
Healthcare   17.94%
Industrials   13.68%
Technology   10.10%
Energy   8.83%
Real Estate   0.00%
Utilities   0.00%

Recent News: CGRWX

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Research Reports: CGRWX

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