IFSAX Rating, Research - Invesco Financial Services A

Invesco Financial Services A (ifsax)

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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 = 67

Threats + Weaknesses = 40

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

Fund Management Team

Fund Description Update

Invesco Financial Services A (IFSAX) Description: IFSAX is a mutual fund, which is an investment that owns a basket of assets. The IFSAX 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 small fund size classification. IFSAXs minimum initial investment amount is $1000 while the IRA minimum is $250. IFSAXs expense ratio is roughly 2%. The latest IFSAXs front end load was 6% and the back end load was 0%. The Invesco Financial Services A (IFSAX) mutual fund falls under the financial category. IFSAX focuses its investments in USA and IFSAX is focused on the financial industry or fund sector. The Invesco Financial Services A (IFSAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IFSAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IFSAXs 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

Performance Analysis Update