GTVCX Rating, Research - Invesco Basic Value C

Invesco Basic Value C (gtvcx)

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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 = 52

Threats + Weaknesses = 40

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

Fund Management Team

Fund Description Update

Invesco Basic Value C (GTVCX) Description: GTVCX is a mutual fund, which is an investment that owns a basket of assets. The GTVCX 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 average fund size classification. GTVCXs minimum initial investment amount is $1000 while the IRA minimum is $250. GTVCXs expense ratio is roughly 2%. The latest GTVCXs front end load was 0% and the back end load was 1%. The Invesco Basic Value C (GTVCX) mutual fund falls under the large-cap mixed category. GTVCX focuses its investments in USA and GTVCX is not affiliated with a particular industry or fund sector. The Invesco Basic Value C (GTVCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find GTVCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of GTVCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks maximum long-term total return, consistent with minimizing risk to principal. The funds a gateway fund that invests substantially all of its assets in the C&B Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. It invests principally in equity securities (see equity research) of large-capitalization companies, defined as companies with market capitalizations of $3 billion or more. The fund may invest in additional master portfolios, in other WELLS FARGO ADVANTAGE FUNDS, or directly in a portfolio of securities.

Management Analysis Update

Invesco Basic Value C has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update