Nasdaq - Delayed Quote USD

Invesco Comstock R6 (ICSFX)

32.16 -0.16 (-0.50%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 32.32
  • YTD Return 15.17%
  • Expense Ratio 0.45%
  • Category Large Value
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 11.92B
  • Beta (5Y Monthly) 0.83
  • Yield 1.74%
  • 5y Average Return --
  • Holdings Turnover 18.00%
  • Last Dividend 0.43
  • Inception Date Oct 1, 2002

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in securities of issuers of any market capitalization, and at times might increase its emphasis on securities of issuers in a particular capitalization range. The fund may invest up to 10% of its net assets in real estate investment trusts (REITs).

Invesco

Fund Family

Large Value

Fund Category

11.92B

Net Assets

2002-10-01

Inception Date

Performance Overview: ICSFX

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Trailing returns as of 11/6/2024. Category is Large Value.

YTD Return

ICSFX
15.17%
Category
4.44%
?

1-Year Return

ICSFX
29.89%
Category
14.37%
?

3-Year Return

ICSFX
10.36%
Category
6.04%
?

5-Year Return

ICSFX
13.52%
Category
9.20%
?

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Holdings: ICSFX

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Top 10 Holdings (25.31% of Total Assets)

SymbolCompany% Assets
TRPXX
Short-Term Investment Trust - Invesco Treasury Portfolio 3.84%
WFC
Wells Fargo & Company 3.08%
BAC
Bank of America Corporation 2.72%
PM
Philip Morris International Inc. 2.65%
MSFT
Microsoft Corporation 2.59%
ELV
Elevance Health, Inc. 2.20%
META
Meta Platforms, Inc. 2.15%
AGPXX
Short-Term Investment Trust - Invesco Government & Agency Portfolio 2.07%
CSCO
Cisco Systems, Inc. 2.06%
GOOGL
Alphabet Inc. 1.97%

Sector Weightings

Recent News: ICSFX

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Research Reports: ICSFX

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