Skip to Content
Morningstar

Invesco Technology Investor FTCHX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 57.04  /  −2.26 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield —
  • Turnover 142%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis FTCHX

Will FTCHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTCHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTCHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FTCHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Invesco Technology Investor to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FTCHX

More FTCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.02 130.3 Mil
Technology

Microsoft Corp

5.75 93.5 Mil
Technology

Meta Platforms Inc Class A

4.88 79.3 Mil
Communication Services

Amazon.com Inc

3.82 62.1 Mil
Consumer Cyclical

Broadcom Inc

3.59 58.3 Mil
Technology

Advanced Micro Devices Inc

3.28 53.2 Mil
Technology

Lam Research Corp

2.68 43.6 Mil
Technology

ServiceNow Inc

2.44 39.7 Mil
Technology

HubSpot Inc

2.44 39.7 Mil
Technology

Monolithic Power Systems Inc

2.42 39.3 Mil
Technology