4 Invesco Mutual Funds to Accumulate for Gains in 2025

The Dow Jones Industrial Average, the S&P 500, and the tech-heavy Nasdaq Composite have gained 6.8%, 8.8% and 9.1%, respectively, over the past year. Investors are still trying to determine the impact of President Donald Trump's reciprocal tariff policies on the U.S. economy following their implementation on April 2, 2025.The Federal Reserve has kept borrowing rates unchanged in the range of 4.25-4.5%, which aligns with market expectations. Fed Chairman Jerome Powell, after the Federal Open Market Committee meeting on March 19, commented that the central bank is still committed to its initial revised guidance of two rate cuts by the end of this year to lower interest rates by a half-percentage in case of slowing economic growth and downturn in inflation. Analysts are concerned about the increase in inflation and the new government’s fiscal, trade, and immigration policies.As per a report published by the University of Michigan, preliminary consumer sentiment for March decreased to 57.9 from 64.7 in the previous month. Despite worries over economic slowdown and rising inflation, retail sales for the month of February were up 3.1% on a year-over-year basis, whereas the Consumer Price Index (CPI) increased 2.8% over the same period.In such a volatile market situation, investors who wish to diversify in various asset classes but lack professional expertise in managing funds can opt for Invesco mutual funds like Invesco Steelpath Mlp Alpha Fund MLPAX, Invesco Small Cap Value VSCAX, Invesco Growth and Income ACGIX and Invesco Equity and Income Fund ACEIX. These funds should be good choices since they provide low-cost and uncomplicated equity funds that can help investors meet their financial goals.The majority of investments of these funds are in sectors like technology, industrial cyclical, finance, energy and utilities. The funds are expected to perform well in the future.Why Invest in Invesco Mutual Funds?Founded in 1978, the fund house has a reputation as a trusted partner and boasts long-term financial success.Headquartered in Atlanta, GA, the company has helped investors diversify by giving access to a wide selection from various asset classes, sectors and markets. Invesco Asset Management had around $1.8 trillion worth of assets under management as of Sept. 30, 2024.Invesco has offices in 20 countries offering financial services and more than 8,400 employees. This top global investment management company caters to a wide range of mutual funds, including equity and fixed-income funds and domestic and international funds.Invesco also offers mutual funds that have specific investment strategies like sustainable investment, dividends, growth and emerging markets. These help customers make informed decisions based on individual goals. These funds boast a Zacks Mutual Fund Rank #1 (Strong Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5000, and carry an expense ratio of less than 1%. Notably, mutual funds, in general, reduce transaction costs and diversify portfolios without an array of commission charges mostly associated with stock purchases (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).Invesco Steelpath Mlp Alpha Fund invests most of its assets, along with borrowings, if any, in the master limited partnership of companies, which are engaged in the transportation, storage, processing, refining, marketing, exploration, production, and mining of minerals and natural resources. MLPAX advisors also invest in derivatives and other instruments with similar economic characteristics in the same industry.Stuart Cartner has been the lead manager of MLPAX since April 1, 2010. Most of the fund’s exposure was in companies like Energy Transfer (14.1%), MPLX (13.5%) and Targa Resources (11.4%) as of Nov. 30, 2024.MLPAX has a three-year and five-year annualized return of 26% and 22.6%, respectively. MLPAX has an annual expense ratio of 1.78%.To see how this fund performed compared to its category and other 1, 2, and 3 Ranked Mutual Funds, please click here.Invesco Small Cap Value fund invests most of its assets along with borrowings, if any, in common stocks of small-capitalization companies and in derivative instruments with similar economic characteristics. VSCAX advisors choose to invest in companies that they consider undervalued.Jonathan Mueller has been the lead manager of VSCAX since June 25, 2010. Most of the fund’s exposure was in companies like Coherent Corporation (4%), Western Alliance Bankcorp (3.4%) and Lumentum Holdings (3.4%) as of Oct. 31, 2024.VSCAX’s three-year and five-year annualized returns are 14.6% and 23.9%, respectively. VSCAX has an annual expense ratio of 1.06%.Invesco Growth and Income fund invests most of its net assets in income-producing common stocks and convertible securities, preferably in large-cap companies. ACGIX advisors also invest in issuers of foreign companies and depositary receipts.Sergio Marcheli has been the lead manager of ACGIX since March 1, 2003. Most of the fund’s exposure was in companies like Wells Fargo (4.3%), Bank of America (3.5%) and Parker-Hannifin (2.3%) as of Nov. 31, 2024.ACGIX’s three-year and five-year annualized returns are 8.5% and 14.4%, respectively. ACGIX has an annual expense ratio of 0.79%.Invesco Equity and Income Fund invests most of its assets, along with borrowings, if any, in income-producing equity securities and in derivatives and other instruments with similar economic characteristics. ACEIX advisors also invest in foreign issues.Matthew Titus has been the lead manager of ACEIX since Jan. 25, 2016, and most of the fund’s exposure was in companies like Wells Fargo (2.9%), Bank of America (2.4%) and Parker-Hannifin (1.5%) as of Nov. 30, 2024.ACEIX’s three-year and five-year annualized returns are 5.8% and 10.6%, respectively. ACEIX has an annual expense ratio of 0.77%.Want key mutual fund info delivered straight to your inbox?Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>Only $1 to See All Zacks' Buys and SellsWe're not kidding.Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent.Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators,and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (VSCAX): Fund Analysis Report Get Your Free (ACGIX): Fund Analysis Report Get Your Free (MLPAX): Fund Analysis Report Get Your Free (ACEIX): Fund Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks