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OPTFX
Mutual Fund ticker: NASDAQ
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OPTFX price forecast, quote, news & analysis

Category: @Large Growth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Mastercard (NYSE:MA), Advanced Micro Devices (NASDAQ:AMD).

Industry description

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.

Market Cap

The average market capitalization across the Invesco Capital Appreciation A MF is 1.68T. The market cap for tickers in the group ranges from 240.09B to 3.62T. NVDA holds the highest valuation in this group at 3.62T. The lowest valued company is AMD at 240.09B.

Volume

The average weekly volume growth across all stocks in the Invesco Capital Appreciation A MF was -31%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 82
P/E Growth Rating: 74
Price Growth Rating: 33
SMR Rating: 28
Profit Risk Rating: 15
Seasonality Score: 14 (-100 ... +100)
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General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
AIM Counselor Series Trust (Invesco Counselor Series Trust)11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com