FSFSX Rating, Research - Invesco Financial Services Investor

Invesco Financial Services Investor (fsfsx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 66

Threats + Weaknesses = 40

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

Fund Management Team

Fund Description Update

Invesco Financial Services Investor (FSFSX) Description: FSFSX is a mutual fund, which is an investment that owns a basket of assets. The FSFSX 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. FSFSXs minimum initial investment amount is $1000 while the IRA minimum is $250. FSFSXs expense ratio is roughly 2%. The latest FSFSXs front end load was 0% and the back end load was 0%. The Invesco Financial Services Investor (FSFSX) mutual fund falls under the financial category. FSFSX focuses its investments in USA and FSFSX is focused on the financial industry or fund sector. The Invesco Financial Services Investor (FSFSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FSFSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FSFSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of net assets in securities of issuers engaged primarily in financial services-related industries. It invests primarily in equity securities (see equity research). The fund may also invest in other investments that have economic characteristics similar to the funds direct investments, including derivatives, exchange-traded funds and ADRs. It may invest up to 25% of net assets in securities of foreign issuers doing business in the financial services sector. The funds non-diversified.


Management Analysis Update

Invesco Financial Services Investor has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update