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Invesco Comstock R (ACSRX)

26.29
-1.77
(-6.31%)
At close: 8:00:04 PM EDT
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  • Previous Close 28.06
  • YTD Return 2.68%
  • Expense Ratio 1.06%
  • Category Large Value
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 12.11B
  • Beta (5Y Monthly) 0.89
  • Yield 1.36%
  • 5y Average Return --
  • Holdings Turnover 18.00%
  • Last Dividend 0.10
  • Inception Date Oct 26, 1993

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 in securities of issuers of any market capitalization, and at times might increase its emphasis on securities of issuers in a particular capitalization range. The fund may invest up to 10% of its net assets in real estate investment trusts (REITs).

Invesco

Fund Family

Large Value

Fund Category

12.11B

Net Assets

1993-10-26

Inception Date

Performance Overview: ACSRX

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Trailing returns as of 4/3/2025. Category is Large Value.

YTD Return

ACSRX
2.68%
Category
4.44%
 

1-Year Return

ACSRX
8.04%
Category
14.37%
 

3-Year Return

ACSRX
8.48%
Category
6.04%
 

5-Year Return

ACSRX
20.88%
Category
9.20%
 

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Holdings: ACSRX

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Sector Weightings

SectorACSRX
Healthcare   17.57%
Industrials   11.11%
Technology   10.68%
Energy   8.88%
Utilities   2.57%
Real Estate   0.38%

Recent News: ACSRX

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Research Reports: ACSRX

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