Invesco Utilities C (iutcx)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Invesco Utilities C (IUTCX) Description: IUTCX is a mutual fund, which is an investment that owns a basket of assets. The IUTCX 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 small fund size classification. IUTCXs minimum initial investment amount is $1000 while the IRA minimum is $250. IUTCXs expense ratio is roughly 2%. The latest IUTCXs front end load was 0% and the back end load was 1%. The Invesco Utilities C (IUTCX) mutual fund falls under the utilities category. IUTCX focuses its investments in USA and IUTCX is focused on the utilities industry or fund sector. The Invesco Utilities C (IUTCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IUTCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IUTCXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long-term capital appreciation. The fund invests primarily in a non-diversified portfolio of publicly traded equity securities (see equity research) of issuers located in the U.S. and other countries that, in the judgment of the funds portfolio management team, have resilient business franchises and growth potential. It normally invests at least 65% of total assets in securities of issuers located in at least three countries, including the United States. The funds non-diversified.


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