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Is Invesco American Value A Fund (MSAVX) Worth Another Look? - Best of Funds

Invesco American Value A ( MSAVX ) a Zacks Ranked #2 (Buy) seeks high total return by investing in equity securities of small to medium-sized corporations. MSAVX invests at least 65% of its assets in equity securities of small to medium sized companies. MSAVX invests in equity securities including common and preferred stocks, investment grade convertible securities and equity-linked securities, and rights and warrants to purchase common stocks and other equity interests, such as partnership and trust interests. MSAVX offers dividends quarterly. Capital gains are distributed annually.

This Small Value fund, as of the last filing, allocates their fund in two major groups; Large Value and Small Value. Further, as of the last filing, FOREST CITY ENTERPRISES - A, CITRIX SYSTEMS INC and JOHNSON CONTROLS INC were the top holdings for MSAVX.

The Invesco American Value A fund, managed by Invesco , carries an expense ratio of 1.17. Moreover, MSAVX requires a minimal initial investment of $1,000.

MSAVX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 11.12%, 3 year 18.60%, and 5 year 15.79%. To see how this fund performed compared in its category, please click here .

MSAVX's performance, as of the last filing, when compared to funds in its category was in the top 42% in 1 year, top 47% over the past 3 years, and in the 32% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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