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Invesco Value Opportunities R (VVORX)

21.82 +0.20 (+0.93%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 21.62
  • YTD Return 22.31%
  • Expense Ratio 1.32%
  • Category Mid-Cap Value
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 4.13B
  • Beta (5Y Monthly) 0.97
  • Yield 0.17%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.04
  • Inception Date Mar 23, 2005

The fund normally invests in a portfolio of common stocks, preferred stocks and convertible securities. The fund may invest in securities of issuers of any market capitalization; however, under normal market conditions, it invests a substantial portion of its assets in securities of mid-capitalization issuers. The fund may invest up to 10% of its net assets in real estate investment trusts (REITs) and up to 25% of its net assets in securities of foreign issuers, including securities of issuers located in emerging markets countries.

Invesco

Fund Family

Mid-Cap Value

Fund Category

4.13B

Net Assets

2005-03-23

Inception Date

Performance Overview: VVORX

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Trailing returns as of 10/28/2024. Category is Mid-Cap Value.

YTD Return

VVORX
22.31%
Category
21.28%
?

1-Year Return

VVORX
35.44%
Category
55.83%
?

3-Year Return

VVORX
15.08%
Category
11.08%
?

5-Year Return

VVORX
17.43%
Category
11.93%
?

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Holdings: VVORX

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Top 10 Holdings (30.42% of Total Assets)

SymbolCompany% Assets
COHR
Coherent Corp. 4.02%
LITE
Lumentum Holdings Inc. 3.53%
NRG
NRG Energy, Inc. 3.24%
FIS
Fidelity National Information Services, Inc. 3.14%
VRT
Vertiv Holdings Co 3.10%
EXPE
Expedia Group, Inc. 2.88%
WAL
Western Alliance Bancorporation 2.79%
CNC
Centene Corporation 2.78%
HBAN
Huntington Bancshares Incorporated 2.48%
AVTR
Avantor, Inc. 2.46%

Sector Weightings

Recent News: VVORX

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Research Reports: VVORX

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