14 important things you should know about Invesco VGRBX mutual fund

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

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

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

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

  1. Describe AIM Sector Funds (Invesco Sector Funds): Invesco Mid Cap Growth Fund; Class B Shares (VGRBX).
  2. What are VGRBX holdings?
  3. What is VGRBX performance? What are VGRBX historical returns?
  4. How many up and down years did VGRBX have historically?
  5. What is VGRBX dividend yield?
  6. What is VGRBX minimum initial investment amount?
  7. What is VGRBX expense ratio?
  8. Does VGRBX have any sales loads or 12b-1 distribution expenses?
  9. What is VGRBX tax efficiency (tax-cost ratio)?
  10. What is VGRBX beta? How would you assess VGRBX risk?
  11. What is VGRBX Sharpe ratio?
  12. What is VGRBX Finny Score? VGRBX buy or sell?
  13. What are the pros of investing in VGRBX? What are VGRBX buy reasons?
  14. What are the cons of investing in VGRBX? What are VGRBX sell reasons?

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

Fact Sheet

1. Describe AIM Sector Funds (Invesco Sector Funds): Invesco Mid Cap Growth Fund; Class B Shares (VGRBX).

2. What are VGRBX top holdings?

VGRBX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 19.50% of total assets. Here are the top holdings:

Name Symbol % Assets
ServiceNow Inc NOW 2.26%
Electronic Arts Inc EA 2.22%
Constellation Brands Inc A STZ 2.12%
E*TRADE Financial Corp ETFC 2.04%
SBA Communications Corp SBAC 1.92%
Fidelity National Information Services Inc FIS 1.90%
Amphenol Corp Class A APH 1.83%
Neurocrine Biosciences Inc NBIX 1.77%
CoStar Group Inc CSGP 1.72%
Boston Scientific Corp BSX 1.72%

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

VGRBX has generated the following returns:

4. How many up and down years did VGRBX have historically?

In the last 10 years, VGRBX had 8 up years and 1 down year.

5. What is VGRBX dividend yield?

VGRBX yield is %.

6. What is VGRBX minimum initial investment amount?

VGRBX minimum initial investment amount is N/A.

7. What is VGRBX expense ratio?

VGRBX expense ratio is %. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does VGRBX have any sales loads or 12b-1 distribution expenses?

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

9. What is VGRBX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.

10. What is VGRBX beta? How would you assess VGRBX risk?

11. What is VGRBX Sharpe ratio?

Analysis

12. What is VGRBX Finny Score? VGRBX buy or sell?

VGRBX Finny Score is N/A. Our quantitative analysis shows 1 reason to buy VGRBX and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

13. What are the pros of investing in VGRBX? What are VGRBX buy reasons?

The following are VGRBX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in VGRBX? What are VGRBX negatives?

The following are VGRBX weaknesses from our perspective:

  • VGRBX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the VGRBX review, we covered VGRBX 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.
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