About IENAX
Invesco Energy Fund Class A is a mutual fund that focuses on long-term capital growth by investing primarily in equity securities of companies operating within the energy sector. The fund typically allocates at least 80% of its net assets to issuers involved in various energy industries, including oil and gas exploration and production, integrated oil and gas, refining, storage and transportation, as well as alternative energy and energy technology firms. Its portfolio is concentrated in large, well-established companies such as Exxon Mobil, Chevron, and Shell, with a significant portion of assets in the integrated oil and gas and exploration segments. As a non-diversified fund, it provides investors with targeted, pure exposure to the energy market, aiming to capture opportunities and navigate volatility associated with commodity price cycles. The fund is characterized by a value-oriented approach, seeking companies with strong balance sheets trading below their intrinsic value, and it may serve as a potential hedge against inflation due to its sensitivity to energy prices. Invesco Energy Fund Class A plays a specialized role in the financial market by offering concentrated access to the performance and trends within the global energy sector.
Fund Family Invesco
Category Equity Energy
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol IENAX
Share Class Class A
Index MSCI World/Energy NR
IENAX had a total return of 26.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.40%.
