Invesco Oppenheimer Funds have consistently performed well in the market and have garnered much attention from investors. This article lists the top-rated Invesco Oppenheimer mutual funds as of February 28th, 2023, based on TheStreet Ratings’ model for evaluating a fund’s risk-adjusted return compared to its competitors. The article provides the fund name, ticker, overall rating, and risk grade for each of the top 10 Invesco Oppenheimer mutual funds. In addition, the article also lists other categories of the best performing mutual funds for 2023. This information serves as a useful guide for investors looking to make informed decisions about their mutual fund investments.
Important Details about Invesco Oppenheimer Funds – 10 Best Invesco Oppenheimer Mutual Funds –
– This article highlights the top-rated Invesco Oppenheimer mutual funds as of February 28, 2023.
– The funds are ranked highest by TheStreet Ratings’ methodology, which compiles and examines financial data on a monthly basis to gauge a mutual fund’s risk-adjusted return compared to its competitors.
– The following 10 Invesco Oppenheimer mutual funds have the highest ratings:
– Invesco Premier Portfolio Inst IPPXX A+ (A-)
– Invesco Tax Free Cash Rsv Pvt TRCXX A+ (A+)
– Invesco Comstock A (ACSTX) – Get Free Report A+ (C+)
– Invesco Liquid Assets CshMgt LPMXX A+ (A-)
– Invesco Comstock Select A (CGRWX) – Get Free Report A+ (C+)
– Invesco Premier US Gv Mny Port Inst IUGXX A+ (A-)
– Invesco Gov and Agency Pvt GPVXX A (A)
– Invesco Value Opportunities A (VVOAX) – Get Free Report A (C+)
– Invesco Balanced Risk Com Str A (BRCAX) – Get Free Report A (B-)
– Invesco VI American Value II (UMCCX) A- (C+)
– The article also includes links to other top-rated mutual fund lists for 2023, including bond funds, value-stock funds, and Franklin-Templeton funds.
– Additionally, the article provides links to TheStreet’s Mutual Fund Screener and Top-Rated Mutual Funds pages for further research.
Top-Rated Invesco Oppenheimer Funds as of 2/28/23
Invesco is among the largest investment managers in the world, with a diverse range of products designed to provide investors with opportunities for long-term growth. Invesco Oppenheimer Funds, the firm’s primary mutual fund offering, has a reputation for delivering consistent returns and providing investors with an array of choices to meet their individual investment goals.
TheStreet Ratings, a subsidiary of TheStreet, ranks mutual funds based on their risk-adjusted returns, which are calculated by comparing a fund’s returns to those of its peers. As of 2/28/23, the following Invesco Oppenheimer Funds ranked highest according to TheStreet Ratings’ methodology.
1. Invesco Premier Portfolio Inst IPPXX A+ (A-)
Invesco Premier Portfolio seeks long-term capital appreciation by investing in a diversified portfolio of equity securities. It employs a bottom-up fundamental approach to selecting stocks and aims to identify companies with strong growth potential that are trading at a discount to their intrinsic values. The fund has a high level of exposure to the technology sector and aims to provide investors with a blend of growth and value.
2. Invesco Tax-Free Cash Rsv Pvt TRCXX A+ (A+)
Invesco Tax-Free Cash Reserves aims to provide investors with a conservative, low-risk investment option by investing in short-term high-quality municipal securities. It seeks to provide tax-free income while preserving principal and maintaining liquidity, making it a suitable option for investors seeking to preserve capital.
3. Invesco Comstock A (ACSTX) – Get Free Report A+ (C+)
Invesco Comstock aims to provide investors with long-term capital appreciation by investing in a diversified portfolio of large-cap US equity securities. It employs a bottom-up fundamental approach to stock selection and seeks to identify companies with strong growth potential that are trading at a discount to their intrinsic values. The fund has a high level of exposure to the healthcare and technology sectors.
4. Invesco Liquid Assets CshMgt LPMXX A+ (A-)
Invesco Liquid Assets Cash Management aims to provide investors with a low-risk, low-volatility option for holding cash reserves. It invests in a diversified portfolio of short-term high-quality fixed income securities, primarily US Treasuries, and aims to provide investors with stability and liquidity.
5. Invesco Comstock Select A (CGRWX) – Get Free Report A+ (C+)
Invesco Comstock Select aims to provide investors with long-term capital appreciation by investing in a concentrated portfolio of large-cap US equity securities. It employs a bottom-up fundamental approach to stock selection and seeks to identify companies with strong growth potential that are trading at a discount to their intrinsic values. The fund has a high level of exposure to the healthcare and technology sectors.
6. Invesco Premier US Gv Mny Port Inst IUGXX A+ (A-)
Invesco Premier US Government Money Market Portfolio aims to provide investors with a low-risk, short-term investment option that seeks to provide liquidity and capital preservation. It invests in a portfolio of high-quality short-term fixed income securities, primarily US Treasuries, and aims to provide investors with stability and liquidity.
7. Invesco Gov and Agency Pvt GPVXX A (A)
Invesco Government and Agency Private Portfolio aims to provide investors with a low-risk, intermediate-term investment option that seeks to provide liquidity and capital preservation. It invests in a portfolio of high-quality fixed income securities, primarily US Treasuries and government-guaranteed securities, and aims to provide investors with stability and liquidity.
8. Invesco Value Opportunities A (VVOAX) – Get Free Report A (C+)
Invesco Value Opportunities aims to provide investors with long-term capital appreciation by investing in a diversified portfolio of US equity securities that are trading at a discount to their intrinsic values. It employs a bottom-up fundamental approach to stock selection and seeks to identify companies with strong growth potential that are trading at a discount to their intrinsic values. The fund has a high level of exposure to the consumer cyclicals and financial sectors.
9. Invesco Balanced Risk Com Str A (BRCAX) – Get Free Report A (B-)
Invesco Balanced Risk Commodity Strategy aims to provide investors with long-term capital appreciation by investing in a diversified portfolio of commodity-linked derivatives, primarily in the energy and metals sectors. It seeks to provide investors with exposure to commodity-linked investments while managing risk through dynamic allocation and diversification.
10. Invesco VI American Value II (UMCCX) A- (C+)
Invesco VI American Value II aims to provide investors with long-term capital appreciation by investing in a diversified portfolio of US equity securities that are selected based on fundamental analysis. It employs a bottom-up fundamental approach to stock selection and seeks to identify companies with strong growth potential that are trading at a discount to their intrinsic values.
Conclusion
Invesco Oppenheimer Funds offer a diverse range of investment options designed to meet individual investors’ needs. The funds listed above have consistently ranked among the top-performing mutual funds based on their risk-adjusted returns. While past performance is not indicative of future results, investors may consider these funds as part of their investment strategy. Before investing in any mutual fund, it is essential to understand the fund’s investment objectives, inherent risks, and associated fees.