9 important things you should know about Invesco SCNUX mutual fund
Updated: November 26, 2021
Bull case

No bull case arguments.

Bear case
Low net assets
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

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

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

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

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

  1. Describe AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Low Volatility Equity Fund; Inv Cl (SCNUX).
  2. What are SCNUX holdings?
  3. What is SCNUX performance? What are SCNUX historical returns?
  4. What is SCNUX dividend yield?
  5. What is SCNUX minimum initial investment amount?
  6. Does SCNUX have any sales loads or 12b-1 distribution expenses?
  7. What is SCNUX Finny Score? SCNUX buy or sell?
  8. What are the pros of investing in SCNUX? What are SCNUX buy reasons?
  9. What are the cons of investing in SCNUX? What are SCNUX sell reasons?

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

Fact Sheet

1. Describe AIM Counselor Series Trust (Invesco Counselor Series Trust): Invesco Low Volatility Equity Fund; Inv Cl (SCNUX).

The Fund seeks income and long-term growth of capital. The Fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, and in derivatives and other instruments that have economic characteristics similar to such securities.

2. What are SCNUX top holdings?

SCNUX has 109 stock holdings and 0 bond holdings.

The top 10 holdings represent 19.52% of total assets. Here are the top holdings:

Name Symbol % Assets
E-mini S&P 500 Future Dec 20 ESZ0 2.48%
Target Corp TGT 2.07%
Amgen Inc AMGN 1.99%
Microsoft Corp MSFT 1.94%
General Mills Inc GIS 1.90%
Kimberly-Clark Corp KMB 1.90%
Lowe's Companies Inc LOW 1.86%
McKesson Corp MCK 1.83%
eBay Inc EBAY 1.81%
Vertex Pharmaceuticals Inc VRTX 1.74%

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

SCNUX has generated the following returns:

  • 1-month return is 1.71%;
  • 3-month return is 3.58%;
  • 1-year return is 3.58%;
  • 3-year return is 6.34%;
  • 5-year return is 7.02%;
  • 10-year return is 8.94%.

4. What is SCNUX dividend yield?

SCNUX yield is 1.61%.

5. What is SCNUX minimum initial investment amount?

SCNUX minimum initial investment amount is N/A.

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

SCNUX 12b-1 distribution fee is 0.25. SCNUX front-end sales load is 0. SCNUX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 6 reasons to sell it, resulting in the Finny Score of 0.

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

We don't see any strong reasons to buy SCNUX.

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

The following are SCNUX weaknesses from our perspective:

  • SCNUX net assets are $36.70 million. This fund is not a popular choice with retail investors.
  • SCNUX 3-year return is 6.34%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 22.58%.
  • SCNUX 5-year return is 7.02%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 18.76%.
  • SCNUX 10-year return is 8.94%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 16.79%.
  • SCNUX expense ratio is 1.18%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the SCNUX review, we covered SCNUX 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.