ACDAX Rating, Research - Invesco Capital Development A

Invesco Capital Development A (acdax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 26

Threats + Weaknesses = 28

When strengths & opportunities substantially exceed threats & weaknesses an investment in the acdax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Invesco Capital Development A (ACDAX) Description: ACDAX is a mutual fund, which is an investment that owns a basket of assets. The ACDAX mutual fund was provided by Invesco and this investment vehicle derives the majority of its value from equity holdings (stocks). Invescos mutual fund has a long management tenure and is in the large fund size classification. ACDAXs minimum initial investment amount is $1000 while the IRA minimum is $250. ACDAXs expense ratio is roughly 1%. The latest ACDAXs front end load was 6% and the back end load was 0%. The Invesco Capital Development A (ACDAX) mutual fund falls under the mid-cap growth category. ACDAX focuses its investments in USA and ACDAX is not affiliated with a particular industry or fund sector. The Invesco Capital Development A (ACDAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ACDAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ACDAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests in a diversified portfolio of other investment companies and open-end equity mutual funds and ETFs using fund upgrading strategy. It purchases underlying funds that may invest in securities other than equities; fixed income securities of any maturity or credit quality, including high-yield, high-risk debt securities (junk bonds), and they may engage in derivative transactions. The fund holds short-term cash instruments including repurchase agreements, short-term debt instruments, and money market funds, pending selection of underlying funds. It is non-diversified.

Management Analysis Update

Performance Analysis Update