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), Mastercard (NYSE:MA), Netflix (NASDAQ:NFLX).
The investment seeks long-term growth of capital.
The fund invests primarily in equity securities of issuers of all market capitalizations that are considered by the fund's portfolio managers to have potential for earnings or revenue growth. The principal type of equity securities in which it invests is common stock. The fund does not invest in companies whose primary business involves alcohol, tobacco or gambling. It may invest up to 25% of its net assets in foreign securities, including up to 10% of its net assets in emerging markets countries, i.e., those that are generally in the early stages of their industrial cycles. The fund is non-diversified.
The average market capitalization across the Invesco Summit R5 MF is 453.21B. The market cap for tickers in the group ranges from 3.16B to 2.73T. AAPL holds the highest valuation in this group at 2.73T. The lowest valued company is EPR at 3.16B.
The average weekly volume growth across all stocks in the Invesco Summit R5 MF was -40%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 44
Price Growth Rating: 48
SMR Rating: 44
Profit Risk Rating: 40
Seasonality Score: -36 (-100 ... +100)