Nasdaq - Delayed Quote USD

Invesco American Franchise Fund (VAFAX)

24.44
-1.71
(-6.54%)
At close: 8:07:19 AM EDT
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  • Previous Close 26.15
  • YTD Return -12.88%
  • Expense Ratio 0.96%
  • Category Large Growth
  • Last Cap Gain 56.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 14.51B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.02
  • Inception Date Sep 24, 2012

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 securities that are considered by the fund's portfolio managers to have potential for earnings or revenue growth. The fund may invest up to 20% of its net assets in securities of foreign issuers. It is non-diversified.

Invesco

Fund Family

Large Growth

Fund Category

14.51B

Net Assets

2012-09-24

Inception Date

Performance Overview: VAFAX

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Trailing returns as of 4/2/2025. Category is Large Growth.

YTD Return

VAFAX
12.88%
Category
12.38%
 

1-Year Return

VAFAX
2.08%
Category
41.70%
 

3-Year Return

VAFAX
7.96%
Category
22.56%
 

5-Year Return

VAFAX
16.30%
Category
21.98%
 

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Holdings: VAFAX

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Sector Weightings

SectorVAFAX
Technology   41.41%
Industrials   7.64%
Healthcare   6.06%
Real Estate   0.87%
Energy   0.80%
Utilities   0.00%

Recent News: VAFAX

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Research Reports: VAFAX

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