Delivering strong active, passive, and SMA capabilities across a platform that spans regions and styles.
Investors count on our proven approach to building highly active, differentiated equity portfolios across markets and investment styles. Explore our best solutions for investors’ objectives, from fundamental equities, and smart beta to innovative exchange-traded funds (ETFs) and separately managed accounts (SMAs).
Leverage our diversified global platform capabilities, which span regions, styles and market caps, help meet investor goals.
Explore the potential benefits of smart beta investing with targeted factor exposure to help drive returns in a transparent and cost-effective way.
Bring the power of personalization to equity portfolios with our customized and tax-efficient portfolios across active and passive equity strategies.
Get access to companies at the forefront of innovation and the technology fueling the growth of the global economy with our Innovation Suite ETFs.
Our macro framework confirms a favorable outlook with stable growth and continued risk-on sentiment. Get our May outlook and allocation guidance.
Fund |
Ticker |
Vehicle |
Download |
|---|---|---|---|
| Invesco Comstock Fund | ACSTX |
Mutual fund |
|
ODMAX |
Mutual fund |
||
OEGAX |
Mutual fund |
||
OSMAX |
Mutual fund |
||
QQQM |
ETF |
||
OMFL |
ETF |
||
RSP |
ETF |
They represent ownership of a company in the form of shares that let individuals participate in the firm’s profits and dividends. The prices of equities, also known as stocks, fluctuate on the open market based on the firm’s prospects, earnings, fundamentals, economic trends, and other factors. Stock owners can also typically vote in corporate elections and on other decisions related to the company.
Investors in equities may have several financial objectives, including long-term capital appreciation and attractive dividends. Although stock prices may fluctuate more than other asset classes, such as Treasury bonds, long-term investors hope to be rewarded for the risk with potentially higher returns. Equities are also seen as a way to preserve purchasing power by potentially keeping up with or outperforming inflation. Finally, investors may use equities to diversify a portfolio of other asset classes, including bonds and real estate.
While equities are traditionally seen as an asset class that could potentially generate long-term capital appreciation, investors should consider their risks. These risks include market volatility, declining share prices, economic weakness, and company-specific risks. Investors in equities risk losing part or all their investments based on stock price movements.
Investing in public equity involves publicly traded companies whose shares trade on stock exchanges, and they typically must disclose their earnings and other financial information quarterly. Public equities are generally seen as liquid because they are listed. Private equity, on the other hand, represents an investment in a company that is not publicly traded and may not disclose as much financial information. Private equity investments generally have lower liquidity and higher risk but the potential for higher returns.
When it comes to publicly listed companies, most individuals invest in common stocks, although preferred stocks are another type. Investors can also get exposure to equities through real estate investment trusts (REITs), exchange-traded funds (ETFs), mutual funds, and other managed vehicles.
Are small- and mid-sized companies primed to outperform?
Lower interest rates may set the stage for small- and mid-cap outperformance. Our investment experts share their strategies and what they’re excited about in this market segment.
Four reasons to consider value investing now
A lower recession risk should benefit value investing in the near term, while moderate interest rates and inflation would be a longer-term tailwind, in our view.
Discovery Mid Cap Growth Monthly Commentary Page
Recent performance and portfolio positioning for Invesco Discovery Mid Cap Growth Fund
Podcast: Are you ignoring these 13,000 growth opportunities?
We discuss misperceptions US investors may have about international small- and mid-cap stocks, and where our portfolio managers see opportunities in this often-overlooked space.
Podcast: A conversation with the CEO of Yum China
Justin Leverenz of our Emerging Markets Equity Team talks with Joey Wat, CEO of Yum China, about the spectacular rise of the Chinese consumer, the formulas for anticipating and meeting the needs of Chinese customers, and much more.
As of March 31, 2024. Equity AUM figures include all assets under advisement, distributed and overseen by Invesco.
Important information
In general, stock values fluctuate, sometimes widely, in response to activities specific to the company as well as general market, economic and political conditions.
The risks of investing in securities of foreign issuers, including emerging market issuers, can include fluctuations in foreign currencies, political and economic instability, and foreign taxation issues.
Derivatives may be more volatile and less liquid than traditional investments and are subject to market, interest rate, credit, leverage, counterparty and management risks. An investment in a derivative could lose more than the cash amount invested. Stocks of small and mid-sized companies tend to be more vulnerable to adverse developments, may be more volatile, and may be illiquid or restricted as to resale.
The funds are subject to certain other risks. Please see the current prospectus for more information regarding the risks associated with an investment in the fund.
There is no guarantee that forecasts will come to pass.
All data sourced to Invesco unless otherwise stated.
Diversification does not guarantee a profit or eliminate the risk of loss.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
Not all products and services available in all jurisdictions. Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses.
For this and more complete information about the fund(s), investors should ask their financial professional for a prospectus/summary prospectus or visit invesco.com/fundprospectus.
Investments focused in a particular sector, such as information technology, are subject to greater risk, and are more greatly impacted by market volatility, than more diversified investments.
Beta is a measure of risk representing how a security is expected to respond to general market movements. Smart beta represents an alternative and selection index based on methodology that seeks to outperform a benchmark or reduce portfolio risk, or both. Smart beat funds may underperform cap-weighted benchmarks and increase portfolio risk. Smart Beta: an alternative and selection index based methodology that may outperform a benchmark or reduce portfolio risk, or both. Smart Beta funds may underperform cap-weighted benchmarks and increase portfolio risk.
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