Invesco S&P 500 Index A (spiax)
Last Updated by WikiWealth | Update This Page Now
►Summary | Add New Mutual Fund | Feedback
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 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
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.
Post preview:
Close preview