IAUTX Rating, Research - Invesco Utilities A

Invesco Utilities A (iautx)

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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 = 32

Threats + Weaknesses = 20

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests the equity portion of its portfolio predominantly in mid- and large cap companies, with the remaining portion of its equity portfolio in smaller companies. Mid- and large cap companies are considered to be those with market capitalization values greater than $1.5 billion. It expects to invest substantially and may invest up to 100% of assets in foreign securities, which may include sovereign debt and participations in foreign government debt. The fund does not intend to invest more than a portion (no more than 25%) of assets in securities of issuers located in emerging market countries.

Management Analysis Update

Performance Analysis Update