9 important things you should know about Invesco IBVCX mutual fund
Updated: November 24, 2021
Bull case
3-year return above the benchmark
Bear case
Low net assets
5-year return below the benchmark
10-year return below the benchmark
15-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

Before we start: if you’re looking for IBVCX “stock” price, you can quickly find it out by visiting Finny and typing "IBVCX quote". If you’re looking for a quick scoop on IBVCX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IBVCX". You’ll get all this info in one place.

Are you looking to buy or sell IBVCX? Or perhaps you’re looking for IBVCX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this IBVCX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: IBVCX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: IBVCX buy or sell; the pros and cons of investing in IBVCX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to IBVCX.

And here is the list of questions we’ll answer:

  1. Describe AIM International Mutual Funds (Invesco International Mutual Funds): Invesco Intl Core Eq Fd; Cl C Shs (IBVCX).
  2. What are IBVCX holdings?
  3. What is IBVCX performance? What are IBVCX historical returns?
  4. What is IBVCX dividend yield?
  5. What is IBVCX minimum initial investment amount?
  6. Does IBVCX have any sales loads or 12b-1 distribution expenses?
  7. What is IBVCX Finny Score? IBVCX buy or sell?
  8. What are the pros of investing in IBVCX? What are IBVCX buy reasons?
  9. What are the cons of investing in IBVCX? What are IBVCX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AIM International Mutual Funds (Invesco International Mutual Funds): Invesco Intl Core Eq Fd; Cl C Shs (IBVCX).

The Fund seeks total return. The fund invests primarily in the stocks of larger-capitalization foreign companies with a record of stable earnings or dividends and a reputation for high-quality management.

2. What are IBVCX top holdings?

IBVCX has 55 stock holdings and 0 bond holdings.

The top 10 holdings represent 31.41% of total assets. Here are the top holdings:

Name Symbol % Assets
SAP SE SAP.DE 4.01%
Enel SpA ENEL.MI 3.95%
Sanofi SA SAN.PA 3.37%
Novartis AG ADR NVS 3.34%
Hitachi Ltd 6501 2.87%
AIA Group Ltd 01299.HK 2.84%
Vivendi SA VIV.PA 2.83%
BNP Paribas BNP.PA 2.81%
Infineon Technologies AG IFX.DE 2.79%
Ansell Ltd ANN.AX 2.60%

3. What is IBVCX performance? What are IBVCX historical returns?

IBVCX has generated the following returns:

  • 1-month return is -1.33%;
  • 3-month return is -0.59%;
  • 1-year return is -0.59%;
  • 3-year return is 12.38%;
  • 5-year return is 8.28%;
  • 10-year return is 5.95%;
  • 15-year return is 2.06%.

4. What is IBVCX dividend yield?

IBVCX yield is 0.1%.

5. What is IBVCX minimum initial investment amount?

IBVCX minimum initial investment amount is $1.00K.

6. Does IBVCX have any sales loads or 12b-1 distribution expenses?

IBVCX 12b-1 distribution fee is 1. IBVCX front-end sales load is 0. IBVCX back-end sales load is 1.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 14. Our quantitative analysis shows 1 reason to buy and 6 reasons to sell it, resulting in the Finny Score of 14.

8. What are the pros of investing in IBVCX? What are IBVCX buy reasons?

The following are IBVCX strengths from our perspective:

  • IBVCX 3-year return is 12.38%, which is higher than the 3-year return of the benchmark index (MSCI EAFE NR USD), 11.72%.

9. What are the cons of investing in IBVCX? What are IBVCX negatives?

The following are IBVCX weaknesses from our perspective:

  • IBVCX net assets are $1.90 million. This fund is not a popular choice with retail investors.
  • IBVCX 5-year return is 8.28%, which is lower than the 5-year return of the benchmark index (MSCI EAFE NR USD), 10.57%.
  • IBVCX 10-year return is 5.95%, which is lower than the 10-year return of the benchmark index (MSCI EAFE NR USD), 8.17%.
  • IBVCX 15-year return is 2.06%, which is lower than the 15-year return of the benchmark index (MSCI EAFE NR USD), 3.98%.
  • IBVCX expense ratio is 1.87%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the IBVCX review, we covered IBVCX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.