CNSFX

About CNSFX

Invesco Convertible Securities Fund Class R6 is an actively managed mutual fund specializing in convertible securities. Its primary purpose is to combine the potential for capital appreciation found in equities with the downside protection characteristics of fixed income, seeking a balanced risk-return profile over full market cycles. The fund invests at least 80% of its net assets in convertible bonds and preferred stocks, with allocations across domestic and international issuers, and the flexibility to include synthetic and exchangeable convertible securities. It may also invest in below-investment-grade securities, providing diversified exposure to various credit qualities. Key holdings often span sectors such as technology, utilities, financials, industrials, and healthcare, with notable positions in companies like Southern Co, Rivian Automotive, and Snowflake. The fund’s strategy is designed to allow investors to participate in upside equity market movements while aiming for reduced volatility compared to equity benchmarks. With a disciplined approach to sector and security selection, Invesco Convertible Securities Fund Class R6 plays a significant role in investor portfolios seeking total return through growth of capital and current income, leveraging the hybrid nature of convertibles to manage risk across different market environments.