VEPAX Rating, Research - Invesco Van Kampen Equity Premium Inc A

Invesco Van Kampen Equity Premium Inc A (vepax)

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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 = 239

Threats + Weaknesses = 157

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in Legg Mason affiliated equity mutual funds. Its target allocation is 100% in underlying funds that invest principally in equity securities (see equity research). The fund may invest up to 10% in funds that invest principally in fixed-income securities. While This investment vehicle is non-diversified, it invests in some diversified underlying holdings.


Management Analysis Update


Performance Analysis Update