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AIM Investment Funds (Invesco Investment Funds) - Invesco U.S. Managed Volatility Fund (USMVX)

10.79
0.00
(0.00%)
At close: January 30 at 3:00:00 PM EST
Loading Chart for USMVX
  • Previous Close 10.79
  • YTD Return 0.07%
  • Expense Ratio 0.15%
  • Category Large Blend
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 14.51M
  • Beta (5Y Monthly) 0.67
  • Yield 2.00%
  • 5y Average Return --
  • Holdings Turnover 35.00%
  • Last Dividend 0.01
  • Inception Date Dec 18, 2017

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities of U.S. large capitalization ("large cap") companies. The fund will also invest in derivatives that the Adviser believes will decrease the volatility level of the fund's annual returns.

Invesco

Fund Family

Large Blend

Fund Category

14.51M

Net Assets

2017-12-18

Inception Date

Performance Overview: USMVX

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Trailing returns as of 1/20/2023. Category is Large Blend.

YTD Return

USMVX
0.07%
Category
5.31%
 

1-Year Return

USMVX
13.61%
Category
20.31%
 

3-Year Return

USMVX
5.75%
Category
6.48%
 

5-Year Return

USMVX
6.93%
Category
11.78%
 

Holdings: USMVX

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Sector Weightings

SectorUSMVX
Technology   24.49%
Healthcare   15.63%
Industrials   8.10%
Energy   5.24%
Utilities   2.68%
Real Estate   2.44%

Recent News: USMVX

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Research Reports: USMVX

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