ATIAX Rating, Research - Invesco Small Companies A

Invesco Small Companies A (atiax)

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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 = 2

Threats + Weaknesses = 2

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

Fund Management Team

Fund Description Update

Invesco Small Companies A (ATIAX) Description: ATIAX is a mutual fund, which is an investment that owns a basket of assets. The ATIAX 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 medium management tenure and is in the average fund size classification. ATIAXs minimum initial investment amount is $1000 while the IRA minimum is $250. ATIAXs expense ratio is roughly 1%. The latest ATIAXs front end load was 6% and the back end load was 0%. The Invesco Small Companies A (ATIAX) mutual fund falls under the small mixed category. ATIAX focuses its investments in USA and ATIAX is not affiliated with a particular industry or fund sector. The Invesco Small Companies A (ATIAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ATIAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ATIAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. Income is a secondary consideration, but only when consistent with long-term growth of capital. The fund invests primarily in small growth companies. It invests at least 80% of assets in the equity securities (see equity research) of small companies with market capitalizations of less than $2.5 billion. It may invest up to 20% of assets in securities issued by foreign companies in developed or emerging markets.

Management Analysis Update

Performance Analysis Update