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Invesco Low Volatility Equity Yield Y (SCAYX) Fund Ranking and Research

Ranking, Research and Recommendation of Invesco Low Volatility Equity Yield Y (SCAYX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Invesco Low Volatility Equity Yield Y Fund (SCAYX) ManagerFund Manager - Michael Abata

Fund Manager Information

Fund Manager Tenure: 8.4 years
Similar Funds: SCAUX 
Fund Family: Invesco
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

Graph of Invesco Low Volatility Equity Yield Y Fund (SCAYX) ProfileInvesco Low Volatility Equity Yield Y Fund (SCAYX) Profile

Fund Profile and Description

Invesco Low Volatility Equity Yield Y Fund seeks long-term growth of capital. Invesco Low Volatility Equity Yield Y Fund normally invests at least 80% of assets in a diversified portfolio of securities of large-capitalization companies. It may invest up to 20% of its total assets in foreign securities and up to 20% of its assets in debt securities. Invesco Low Volatility Equity Yield Y Fund may also invest in derivative instruments such as futures contracts and equity linked derivatives.

 

Invesco Low Volatility Equity Yield Y (SCAYX) Fund Strength What we like about Invesco Low Volatility Equity Yield Y (SCAYX) Fund

Data for Invesco Low Volatility Equity Yield Y Fund (SCAYX) as of May 30, 2016

  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) management has been with Invesco Low Volatility Equity Yield Y Fund for 8.4 years
  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) ratio of up-years vs down years is greater than 2
  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.53, lower than category average of 11.7
  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) has a lower expense ratio than its Large Value average: 0.90% vs 1.10%
  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Invesco Low Volatility Equity Yield Y Fund (SCAYX) Weakness What we are cautious about Invesco Low Volatility Equity Yield Y (SCAYX) Fund

Data for Invesco Low Volatility Equity Yield Y Fund (SCAYX) as of May 30, 2016

  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) has a less-than-ideal short-term performance (1-year return -3.59% vs -2.36% Large Value category median performance)
  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) has a less-than-ideal mid-term performance (3-year return 5.39% vs 7.81% Large Value category median performance)
  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) has a less-than-ideal Long-term performance (5-year return 8.04% vs 9.15% Large Value category median performance)
  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) has a Morningstar rating of 3 and below
  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) is less safe compared to its Large Value peers
  • Invesco Low Volatility Equity Yield Y Fund (SCAYX) has an annual stock turnover rate of 101.00% that is higher than the Large Value average of 44.24%. This could mean Invesco Low Volatility Equity Yield Y is more nimble, but also signal potential high tax impact and high trading fees
See Invesco Low Volatility Equity Yield Y Fund (SCAYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Invesco Low Volatility Equity Yield Y Fund (SCAYX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Invesco Low Volatility Equity Yield Y4.83-3.595.398.04
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare
American Century Equity Income A (TWEAX)9.869.189.609.79Compare

See top fund managers for Large Value Category Funds

 

Compare Invesco Low Volatility Equity Yield Y Fund (SCAYX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Invesco Low Volatility Equity Yield Y Fund (SCAYX) Net Asset TrackingInvesco Low Volatility Equity Yield Y (SCAYX) Fund Net Asset

Track net asset change of Invesco Low Volatility Equity Yield Y fund (SCAYX)

DateNet Asset
05/2016$274.33M
03/2016$279.60M
02/2016$263.16M
More historic net asset information on Invesco Low Volatility Equity Yield Y Fund (SCAYX)

  

Graph of Invesco Low Volatility Equity Yield Y Fund (SCAYX) Portfolio TrackingInvesco Low Volatility Equity Yield Y (SCAYX) Fund Portfolio Allocation

Track portfolio allocation change of Invesco Low Volatility Equity Yield Y fund (SCAYX)

DateCashStockBondOther
03/20162.03%97.97%0%0%
12/20151.93%98.07%0%0%
09/20152.29%97.71%0%0%
Click here to see more historic asset allocation information on Invesco Low Volatility Equity Yield Y Fund (SCAYX)

 

graph of Invesco Low Volatility Equity Yield Y Fund (SCAYX) Top 10 Position TrackingTop 10 Holdings in Invesco Low Volatility Equity Yield Y (SCAYX) Fund

Discover what Invesco Low Volatility Equity Yield Y Fund (SCAYX) manager is buying

Mar 30, 2016
Exelon Corporation Common Stock [1.94%]
Entergy Corporation Common Stoc [1.91%]
Pacific Gas & Electric Co. Comm [1.88%]
S&P 500 June16 [1.84%]
CenturyLink, Inc. Common Stock [1.83%]
Altria Group, Inc. [1.81%]
Public Service Enterprise Group [1.79%]
Annaly Capital Management Inc C [1.78%]
Target Corporation Common Stock [1.78%]
Darden Restaurants, Inc. Common [1.74%]

Dec 30, 2015
Digital Realty Trust, Inc. Comm [2.01%]
Dr Pepper Snapple Group, Inc Dr [1.96%]
Pacific Gas & Electric Co. Comm [1.95%]
Altria Group, Inc. [1.93%]
Cisco Systems, Inc. [1.91%]
Valero Energy Corporation Commo [1.9%]
Intel Corporation [1.89%]
Entergy Corporation Common Stoc [1.88%]
S&P 500 [1.8%]
HCP, Inc. Common Stock [1.75%]

Sep 29, 2015
S&P 500 Index Future Dec15 [2.2%]
Pacific Gas & Electric Co. Comm [2.1%]
Altria Group, Inc. [2.01%]
Digital Realty Trust, Inc. Comm [2.01%]
Dr Pepper Snapple Group, Inc Dr [2%]
Cisco Systems, Inc. [1.97%]
Pfizer, Inc. Common Stock [1.91%]
Darden Restaurants, Inc. Common [1.84%]
Valero Energy Corporation Commo [1.82%]
Click here for Stock Holding Change Map in Invesco Low Volatility Equity Yield Y Fund (SCAYX)

  

Latest News on Invesco Low Volatility Equity Yield Y (SCAYX) Fund

See what is happening with Invesco Low Volatility Equity Yield Y Fund (SCAYX)

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Invesco Low Volatility Equity Yield Y Fund (SCAYX) Related ResourcesSee more information on Invesco Low Volatility Equity Yield Y (SCAYX) Fund

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