IENAX : Invesco Energy Fund Class A

IENAX is a Sector Equity Market Energy with HIGH fees.

IENAX

Invesco Energy Fund Class A

FI Score

40 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

40% FI Score
  • ienax
  • Mutual Fund
  • Sector Equity
  • Energy

Invesco Energy Fund Class A

Expenses: 1.32% (Better than 0% of similar funds)

This is a bad choice for a Energy Sector Equity fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers engaged in energy-related industries, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock.

Largest Holdings

Amount Holding
7.14% BP PLC ADR
6.61% Chevron Corp
6.27% Royal Dutch Shell PLC ADR Class A
6.15% Canadian Natural Resources Ltd
5.96% Total SA
5.76% Suncor Energy Inc
4.66% Albemarle Corp
4.15% PrairieSky Royalty Ltd
4.11% Exxon Mobil Corp
4.01% Hess Corp
3.88% Noble Energy Inc
3.36% Phillips 66
2.99% Tenaris SA ADR
2.95% Cabot Oil & Gas Corp Class A
2.76% Galp Energia SGPS SA
2.60% LG Chem Ltd
2.53% Devon Energy Corp
2.49% Baker Hughes Co Class A
2.48% Range Resources Corp
2.21% Occidental Petroleum Corp
2.19% Halliburton Co
2.19% Concho Resources Inc
2.07% Helmerich & Payne Inc
1.61% Glencore PLC
1.42% Turquoise Hill Resources Ltd

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo