The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Mastercard (NYSE:MA), Netflix (NASDAQ:NFLX).
The investment seeks capital appreciation.
The fund mainly invests in common stocks of "growth companies." Growth companies are companies that the portfolio managers expect to have above-average growth rates. The Advisor intends, under normal circumstances, to focus primarily on companies that are similar in size to companies in the Russell 1000 Growth Index. The fund invests primarily in U.S. companies but may also purchase securities of issuers in any country, including developed countries and emerging markets. It is non-diversified.
The average market capitalization across the Invesco Capital Appreciation R5 MF is 548.78B. The market cap for tickers in the group ranges from 68.11B to 2.69T. AAPL holds the highest valuation in this group at 2.69T. The lowest valued company is SNPS at 68.11B.
The average weekly volume growth across all stocks in the Invesco Capital Appreciation R5 MF was 12%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 3%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 47
Price Growth Rating: 43
SMR Rating: 45
Profit Risk Rating: 29
Seasonality Score: -29 (-100 ... +100)