GTVLX Rating, Research - Invesco Basic Value A

Invesco Basic Value A (gtvlx)

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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 gtvlx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in stocks (see stock research), primarily of large-cap companies. It invests in growth and value stocks (see stock research), which are chosen through a disciplined investment process that combines computer modeling techniques, fundamental analysis and risk management. The funds investment process is designed to provide investors with investment exposure to sector weightings and risk characteristics generally similar to those of the Standard & Poors 500 Composite Stock Price Index.

Management Analysis Update

Performance Analysis Update