Invesco Income Advantage U.S. Fund C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Invesco Income Advantage U.S. Fund Class C SCCUX
- NAV / 1-Day Return 12.26 / −0.65 %
- Total Assets 212.9M
-
Adj. Expense Ratio
1.860%
- Expense Ratio 1.830%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Derivative Income
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 5.44%
- Turnover 34%
USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SCCUX
Will SCCUX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Invesco Shrt-Trm Inv Treasury Instl | 11.72 | 25M | Cash and Equivalents |
Invesco Shrt-Trm Inv Gov&Agcy Instl | 6.35 | 14M | Cash and Equivalents |
NVIDIA Corp | 6.19 | 13M | Technology |
Apple Inc | 5.75 | 12M | Technology |
Alphabet Inc Class A | 5.20 | 11M | Communication Services |
Microsoft Corp | 4.14 | 9M | Technology |
Amazon.com Inc | 3.29 | 7M | Consumer Cyclical |
Broadcom Inc | 2.61 | 6M | Technology |
Meta Platforms Inc Class A | 1.73 | 4M | Communication Services |
Micron Technology Inc | 1.37 | 3M | Technology |