MKNAX : Invesco Global Market Neutral Fund Class A

MKNAX is a Alternatives Market Neutral with MODERATE fees.

MKNAX

Invesco Global Market Neutral Fund Class A

FI Score

19 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

0 /10

Market Size

0 /10

19% FI Score
  • mknax
  • Mutual Fund
  • Alternatives
  • Neutral

Invesco Global 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 global 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 countries, industries and market sectors.

Largest Holdings

Amount Holding
34.58% Ms-Equity Swap Usd Ccy (Iglomn)
16.50% Ms-Equity Swap Jpy Ccy (Iglomn)
10.10% Ms-Equity Swap Eur Ccy (Iglomn)
4.24% Ms-Equity Swap Gbp Ccy (Iglomn)
4.21% Ms-Equity Swap Cad Ccy (Iglomn)
2.63% Ms-Equity Swap Dkk Ccy (Iglomn)
2.44% Ms-Equity Swap Sek Ccy (Iglomn)
1.50% Ms-Equity Swap Chf Ccy (Iglomn)
1.07% Ms-Equity Swap Aud Ccy (Iglomn)
0.96% Ms-Equity Swap Hkd Ccy (Iglomn)
0.90% Biogen Inc
0.89% Gilead Sciences Inc
0.83% Roche Holding AG Dividend Right Cert.
0.79% Open Text Corp
0.77% Mitsui & Co Ltd
0.75% Amgen Inc
0.74% eBay Inc
0.74% McKesson Corp
0.73% Fortescue Metals Group Ltd
0.73% Atlas Copco AB A
0.71% Alexion Pharmaceuticals Inc

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