LSQAX : Invesco Long/Short Equity Fund Class A

LSQAX is a Alternatives Market Short with MODERATE fees.

LSQAX

Invesco Long/Short Equity Fund Class A

FI Score

32 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

32% FI Score
  • lsqax
  • Mutual Fund
  • Alternatives
  • Short

Invesco Long/Short Equity Fund Class A

Expenses: 1.58% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in long positions of equities that are believed to be undervalued, in short positions of equities that are believed to be overvalued and in equity-related derivative instruments. It will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and in derivatives and other instruments that have economic characteristics similar to such securities. The fund invests primarily in equity securities and other investments that have exposure to U.S. large capitalization issuers.

Largest Holdings

Amount Holding
81.63% Long Short Eq Basket Long Swap Usd
2.11% AmerisourceBergen Corp
2.04% Regeneron Pharmaceuticals Inc
2.04% Vertex Pharmaceuticals Inc
2.02% Cardinal Health Inc
2.02% Citrix Systems Inc
2.00% General Mills Inc
1.99% Biogen Inc
1.99% SBA Communications Corp
1.96% McKesson Corp
1.96% Procter & Gamble Co
1.95% Cadence Design Systems Inc
1.94% DaVita Inc
1.94% Gilead Sciences Inc
1.93% Microsoft Corp
1.92% Alexion Pharmaceuticals Inc
1.92% Leidos Holdings Inc
1.91% Synopsys Inc
1.90% Oracle Corp
1.90% Booz Allen Hamilton Holding Corp Class A
1.90% Incyte Corp
1.89% The Hershey Co
1.88% Qualcomm Inc
1.88% Amgen Inc

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