LCBAX Rating, Research - Invesco Large Cap Basic Value A

Invesco Large Cap Basic Value A (lcbax)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 76

Threats + Weaknesses = 50

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks reasonable current income and long-term growth of income and capital. The fund invests at least 80% of assets in common stocks (see stock research) of companies which pay dividends and have the potential for increasing dividends. In selecting investments, the portfolio managers seek to identify dividend-paying companies with strong profitability, solid balance sheets and capital allocation policies that support sustained or increasing dividends and share repurchases. It may invest 20% of assets in convertible and fixed-income securities.


Management Analysis Update


Performance Analysis Update