SPICX Rating, Research - Invesco S&P 500 Index C

Invesco S&P 500 Index C (spicx)

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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 = 282

Threats + Weaknesses = 166

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth and income. The funds primary strategy seeks to replicate the performance of the Standard & Poors 500 Composite Stock Price Index (the "S&P 500 Index"). It also employs a global tactical asset allocation overlay component. Normally the fund invests at least 80% of total assets, determined at the time of purchase, in stocks (see stock research) of companies included in the S&P 500 Index.

Management Analysis Update

Performance Analysis Update