Nasdaq - Delayed Quote USD

Invesco American Franchise Fund (VAFNX)

31.52 -0.01 (-0.03%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 31.53
  • YTD Return 26.03%
  • Expense Ratio 0.71%
  • Category Large Growth
  • Last Cap Gain 39.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 16.08B
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.05
  • Inception Date Sep 24, 2012

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, and in derivatives and other instruments that have economic characteristics similar to such securities. 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.

Invesco

Fund Family

Large Growth

Fund Category

16.08B

Net Assets

2012-09-24

Inception Date

Performance Overview: VAFNX

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Trailing returns as of 10/22/2024. Category is Large Growth.

YTD Return

VAFNX
26.03%
Category
12.38%
?

1-Year Return

VAFNX
44.10%
Category
41.70%
?

3-Year Return

VAFNX
8.09%
Category
22.56%
?

5-Year Return

VAFNX
17.03%
Category
21.98%
?

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Holdings: VAFNX

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Top 10 Holdings (58.15% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 10.90%
MSFT
Microsoft Corporation 9.57%
AAPL
Apple Inc. 9.35%
AMZN
Amazon.com, Inc. 7.22%
GOOGL
Alphabet Inc. 4.72%
META
Meta Platforms, Inc. 4.64%
LLY
Eli Lilly and Company 3.24%
AVGO
Broadcom Inc. 3.20%
KKR
KKR & Co. Inc. 2.86%
ISRG
Intuitive Surgical, Inc. 2.44%

Sector Weightings

Recent News: VAFNX

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Research Reports: VAFNX

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