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Invesco Equity and Income A (ACEIX)

11.15 -0.02 (-0.18%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 11.17
  • YTD Return 11.71%
  • Expense Ratio 0.78%
  • Category Allocation--70% to 85% Equity
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 12.65B
  • Beta (5Y Monthly) 0.94
  • Yield 1.77%
  • 5y Average Return --
  • Holdings Turnover 142.00%
  • Last Dividend 0.15
  • Inception Date Dec 22, 2004

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity and income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests, under normal circumstances, at least 65% of its net assets in income-producing equity investments. The fund may invest up to 25% of its net assets in securities of foreign issuers.

Invesco

Fund Family

Allocation--70% to 85% Equity

Fund Category

12.65B

Net Assets

2004-12-22

Inception Date

Performance Overview: ACEIX

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Trailing returns as of 10/23/2024. Category is Allocation--70% to 85% Equity.

YTD Return

ACEIX
11.71%
Category
11.35%
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1-Year Return

ACEIX
20.86%
Category
32.83%
?

3-Year Return

ACEIX
5.87%
Category
11.75%
?

5-Year Return

ACEIX
9.18%
Category
11.53%
?

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Holdings: ACEIX

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Top 6 Holdings (11.85% of Total Assets)

SymbolCompany% Assets
TRPXX
Short-Term Investment Trust - Invesco Treasury Portfolio 2.86%
WFC
Wells Fargo & Company 2.25%
BAC
Bank of America Corporation 2.15%
XOM
Exxon Mobil Corporation 1.57%
AGPXX
Short-Term Investment Trust - Invesco Government & Agency Portfolio 1.56%
PH
Parker-Hannifin Corporation 1.46%

Sector Weightings

Recent News: ACEIX

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Research Reports: ACEIX

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