The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Adobe (NASDAQ:ADBE).
The investment seeks long-term capital appreciation.
The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of U.S. issuers. It invests primarily in securities that are considered by the fund's portfolio managers to have potential for earnings or revenue growth. The fund may invest up to 20% of its net assets in securities of foreign issuers. It is non-diversified.
The average market capitalization across the Invesco American Franchise R5 MF is 508.8B. The market cap for tickers in the group ranges from 133.69B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is SPGI at 133.69B.
The average weekly volume growth across all stocks in the Invesco American Franchise R5 MF was 8%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -33%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 47
Price Growth Rating: 31
SMR Rating: 40
Profit Risk Rating: 29
Seasonality Score: 17 (-100 ... +100)