GTAGX Rating, Research - Invesco Mid Cap Core Equity A

Invesco Mid Cap Core Equity A (gtagx)

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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 = 34

Threats + Weaknesses = 18

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in common stocks (see stock research) and other equity securities (see equity research) of medium-capitalization companies. It normally invests at least 80% of assets in companies with market capitalizations similar to those of companies in the Russell Midcap Index. Managements security selection is based on stocks (see stock research) with value and/or growth characteristics, and management constructs an investment portfolio that has a "blend" of stocks (see stock research) with these characteristics.

Management Analysis Update

Performance Analysis Update