SVFAX Rating, Research - Invesco Special Value A

Invesco Special Value A (svfax)

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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 = 14

Threats + Weaknesses = 4

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

Fund Management Team

Fund Description Update

Invesco Special Value A (SVFAX) Description: SVFAX is a mutual fund, which is an investment that owns a basket of assets. The SVFAX 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. SVFAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. SVFAXs expense ratio is roughly 1%. The latest SVFAXs front end load was 5% and the back end load was 0%. The Invesco Special Value A (SVFAX) mutual fund falls under the small value category. SVFAX focuses its investments in USA and SVFAX is not affiliated with a particular industry or fund sector. The Invesco Special Value A (SVFAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SVFAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SVFAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a set of underlying T. Rowe Price mutual funds representing various asset classes and sectors. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. It normally invests 90% in stocks (see stock research) and 10% in bonds. The funds non-diversified.

Management Analysis Update

Performance Analysis Update