ACERX Mutual Fund
ACERX Mutual Fund
ACERX Mutual Fund
Invesco Equity and Income Fund Class C
ACERX Mutual Fund Overview
ACERX Mutual Fund (Invesco Equity and Income Fund Class C) is managed by Invesco (US). ACERX expense ratio is 1.50%, holding 379 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1993-07-06.
ACERX performance shows a YTD return of 7.88%. The 1-year return is 13.21% and the 5-year return is 5.64%. ACERX dividend yield stands at 5.79%, paid quarterly.
ACERX top holdings include Amazon.Com Inc (2.5%), Microsoft Corp (2.5%), Us Treas Nts 4.375% 07/31/31 (2.4%), Us Treasury N/B 4.25% 07/31/2028 (2.3%), Wells Fargo & Co. (2.1%). Go to all ACERX holdings, ACERX sectors, or ACERX dividends.
ACERX can be compared against other funds. Use ACERX overlap to find shared positions, or ACERX vs another fund for a side-by-side view. ACERX alternatives are available via the screener, along with tax-loss harvesting opportunities.