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Invesco American Franchise A (VAFAX) Fund Ranking and Research

Ranking, Research and Recommendation of Invesco American Franchise A (VAFAX) Fund

    Last Trade: $17.48 on 10/21/2014, Change: +0.47 (2.76%)

 

Graph of Invesco American Franchise A Fund (VAFAX) ManagerFund Manager - Erik Voss

Fund Manager Information

Fund Manager Tenure: 4.3 years
Similar Funds: VAFBX  VAFCX  VAFIX 
Fund Family: Invesco
Fund Category: Large Growth
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Erik Voss is a portfolio manager for Invesco large-cap growth strategies. He joined the company in 2010. Prior to joining Invesco, Mr. Voss was a portfolio manager with J&W Seligman Investments focusing on growth equity portfolios. As leader of the Seligman Growth team, he managed eight sector analysts and implemented a process he has developed over his career. Previously, Mr. Voss worked on teams at both Conseco Capital and Wells Capital Management, where at the latter he managed two large-cap growth portfolios. Before Wells Capital, he was an analyst for Gardner Lewis Asset Management, where he researched and invested in stocks of all market capitalizations and across multiple industries. Mr. Voss earned a Bachelor of Science degree in mathematics and a Master of Science degree in finance, both from the University of Wisconsin, where he was also a member of the Applied Securities Program. He is a CFA charterholder.  Get more insights on Erik Voss

 

Graph of Invesco American Franchise A Fund (VAFAX) ProfileInvesco American Franchise A Fund (VAFAX) Profile

Fund Profile and Description

Invesco American Franchise A Fund seeks long-term capital appreciation. Invesco American Franchise A Fund primarily invests in securities of issuers that the portfolio management team believes have, among other things, growth potential. Equity securities in which it invests are common stock, preferred stock, convertible securities, warrants or rights to purchase equity securities and depositary receipts. Invesco American Franchise A Fund is non-diversified.

 

Invesco American Franchise A (VAFAX) Fund Strength What we like about Invesco American Franchise A (VAFAX) Fund

Data for Invesco American Franchise A Fund (VAFAX) as of Sep 29, 2014

  • Invesco American Franchise A Fund (VAFAX) management has been with Invesco American Franchise A Fund for 4.3 years
  • Invesco American Franchise A Fund (VAFAX) has good short-term performance (1-year return 19.48% vs 16.53% Large Growth category median performance)
  • Invesco American Franchise A Fund (VAFAX) has good Long-term performance (5-year return 15.26% vs 14.71% Large Growth category median performance)
  • Invesco American Franchise A Fund (VAFAX) has a lower expense ratio than its Large Growth average: 1.06% vs 1.20%

Invesco American Franchise A Fund (VAFAX) Weakness What we are cautious about Invesco American Franchise A (VAFAX) Fund

Data for Invesco American Franchise A Fund (VAFAX) as of Sep 29, 2014

  • Invesco American Franchise A Fund (VAFAX) has a less-than-ideal mid-term performance (3-year return 21.21% vs 21.54% Large Growth category median performance)
  • Invesco American Franchise A Fund (VAFAX) ratio of up-years vs down years can be improved
  • Invesco American Franchise A Fund (VAFAX) has a Morningstar rating of 3 and below
  • Invesco American Franchise A Fund (VAFAX) is less safe compared to its Large Growth peers
  • Invesco American Franchise A Fund (VAFAX) has an annual stock turnover rate of 80.00% that is higher than the Large Growth average of 46.51%. This could mean Invesco American Franchise A is more nimble, but also signal potential high tax impact and high trading fees
  • Invesco American Franchise A Fund (VAFAX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.72 that is higher than category average of 13.63
  • Invesco American Franchise A Fund (VAFAX) carries a 5.5% load
See Invesco American Franchise A Fund (VAFAX) performance details as of Sep 29, 2014

 

What do you think?

 

Compare Invesco American Franchise A Fund (VAFAX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Invesco American Franchise A5.5019.4821.2115.26
American Funds AMCAP R6 (RAFGX)8.6719.3324.0016.25Compare
AllianceBern Core Opportunities Advisor (ADGYX)6.4816.2922.9216.20Compare
Baron Fifth Avenue Growth Instl (BFTIX)0000Compare

See top fund managers for Large Growth Category Funds

 

Compare Invesco American Franchise A Fund (VAFAX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Fundamental Pure La (PXLG)12.80%24.99%23.31%
iShares Morningstar Large Growth Index (JKE)9.84%22.43%23.16%
Rydex S&P 500 Pure Growth (RPG)10.43%22.35%25.89%
SPDR S&P 500 Growth ETF (SPYG)9.21%21.47%22.21%
Vanguard S&P 500 Growth Index ETF (VOOG)9.40%21.45%22.16%

 

Graph of Invesco American Franchise A Fund (VAFAX) Net Asset TrackingInvesco American Franchise A (VAFAX) Fund Net Asset

Track net asset change of Invesco American Franchise A fund (VAFAX)

DateNet Asset
09/2014$10.06B
08/2014$10.07B
07/2014$9.76B
More historic net asset information on Invesco American Franchise A Fund (VAFAX)

  

Graph of Invesco American Franchise A Fund (VAFAX) Portfolio TrackingInvesco American Franchise A (VAFAX) Fund Portfolio Allocation

Track portfolio allocation change of Invesco American Franchise A fund (VAFAX)

DateCashStockBondOther
06/20140.22%99.78%0%0%
03/20141.53%98.47%0%0%
12/20131.12%98.88%0%0%
Click here to see more historic asset allocation information on Invesco American Franchise A Fund (VAFAX)

 

graph of Invesco American Franchise A Fund (VAFAX) Top 10 Position TrackingTop 10 Holdings in Invesco American Franchise A (VAFAX) Fund

Discover what Invesco American Franchise A Fund (VAFAX) manager is buying

Jun 29, 2014
Facebook, Inc. [5.56%]
DISH Network Corporation [5.07%]
Apple Inc. [4.81%]
Gilead Sciences, Inc. [4.75%]
Sprint Corporation Common Stock [3.77%]
Google Inc. [2.89%]
Google Inc. [2.81%]
The Priceline Group Inc. [2.79%]
Schlumberger N.V. Common Stock [2.46%]

Mar 30, 2014
Google Inc. [5.64%]
Facebook, Inc. [5.15%]
DISH Network Corporation [4.81%]
Apple Inc. [4.69%]
Gilead Sciences, Inc. [4.18%]
Sprint Corporation Common Stock [4.12%]
The Priceline Group Inc. [2.29%]
Amazon.com, Inc. [2.19%]
Schlumberger N.V. Common Stock [1.99%]

Dec 30, 2013
Apple Inc. [5.85%]
Google Inc. [5.27%]
Facebook, Inc. [4.92%]
DISH Network Corporation [4.62%]
Sprint Corporation Common Stock [4.5%]
Gilead Sciences, Inc. [4.46%]
Celgene Corporation [2.67%]
Amazon.com, Inc. [2.35%]
Mondelez International, Inc. [2.2%]
Click here for Stock Holding Change Map in Invesco American Franchise A Fund (VAFAX)

  

Latest News on Invesco American Franchise A (VAFAX) Fund

See what is happening with Invesco American Franchise A Fund (VAFAX)

 

Invesco American Franchise A Fund (VAFAX) Related ResourcesSee more information on Invesco American Franchise A (VAFAX) Fund

Popular pages on Invesco American Franchise A (VAFAX) Fund