CPNAX : Invesco All Cap Market Neutral Fund Class A

CPNAX is a Alternatives Market Neutral with MODERATE fees.

CPNAX

Invesco All Cap Market Neutral Fund Class A

FI Score

27 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

27% FI Score
  • cpnax
  • Mutual Fund
  • Alternatives
  • Neutral

Invesco All Cap Market Neutral Fund Class A

Expenses: 1.49% (Better than 1% of similar funds)

This is a bad choice for a Neutral Alternatives fund. See why ยป

Fund Summary

The investment seeks to provide a positive return over a full market cycle from a broadly diversified portfolio of stocks while seeking to limit exposure to the general risks associated with stock market investing. Under normal market conditions, the fund employs a market neutral strategy designed to produce an investment portfolio that is neutral with respect to general U.S. stock market risk. It implements this strategy by seeking to maintain long and short positions with approximately equal value in different investments within the same market sectors and industries.

Largest Holdings

Amount Holding
1.43% Medpace Holdings Inc
1.36% eBay Inc
1.26% Lattice Semiconductor Corp
1.21% NovoCure Ltd
1.20% Hilltop Holdings Inc
1.20% Popular Inc
1.17% Innovative Industrial Properties Inc Registered Shs
1.07% Lam Research Corp
1.06% Great Lakes Dredge & Dock Corp
1.05% PennyMac Financial Services Inc Class A
1.05% Innoviva Inc

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