SPIAX Rating, Research - Invesco S&P 500 Index A

Invesco S&P 500 Index A (spiax)

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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 = 263

Threats + Weaknesses = 165

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

Fund Management Team

Fund Description Update

Invesco S&P 500 Index A (SPIAX) Description: SPIAX is a mutual fund, which is an investment that owns a basket of assets. The SPIAX 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. SPIAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. SPIAXs expense ratio is roughly 1%. The latest SPIAXs front end load was 6% and the back end load was 0%. The Invesco S&P 500 Index A (SPIAX) mutual fund falls under the large-cap mixed category. SPIAX focuses its investments in USA and SPIAX is not affiliated with a particular industry or fund sector. The Invesco S&P 500 Index A (SPIAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SPIAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SPIAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth and income. The fund normally invests at least 65% of assets in common stocks (see stock research) that have the potential for capital appreciation or income growth or both. It may invest in derivative instruments, including, but not limited to, put and call options. The fund may also lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets.

Management Analysis Update

Performance Analysis Update