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ACEHX Holdings List NMFQS:ACEHX

Large Value | Invesco
$3.95
↓ $-0.01 (-0.25%)
Last Updated: Jul 09, 2026

Invesco Exchange Fund (ACEHX) - Large Value fund with $63.27 Million in assets. The fund allocates 80.09% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is Air Products and Chemicals, Inc. at 15.68% of total assets. This is followed by McCormick Co., Inc. (14.52%) and Hess Corp. (9.57%).

ACEHX Holdings

Name Weight Owned Change
Air Products and Chemicals, Inc. 15.68% - -
McCormick Co., Inc. 14.52% - -
Hess Corp. 9.57% - -
Merck Co., Inc. 8.23% - -
Intel Corp. 7.96% - -
International Flavors Fragrances Inc. 6.35% - -
Exxon Mobil Corp. 5.38% - -
Johnson Johnson 5.32% - -
Honeywell International Inc. 3.59% - -
International Business Machines Corp. 3.49% - -

Asset Allocation

Bond 0.00%
Cash 0.35%
Non US Stock 2.05%
Not Classified 0.00%
Other 0.00%
US Stock 97.60%

Market Cap

AverageMarketCap 66082.57%
Giant 13.02%
Large 42.16%
Medium 38.93%
Micro 0.02%
Small 5.52%

Sector Weights

Cash and Equivalents 0.00%
Corporate 0.00%
Derivative 0.00%
Government 0.00%
Municipal 0.00%
Securitized 0.00%
Basic Materials 24.29%
Consumer Cyclical 0.00%
Financial Services 0.68%
Real Estate 1.80%
Consumer Defensive 16.30%
Healthcare 18.03%
Utilities 0.00%
Communication Services 0.00%
Energy 20.81%
Industrials 7.84%
Technology 10.24%

World Regions

Latin America 0.00%
North America 97.94%
Asia Developed 0.00%
Asia Emerging 0.00%
Australasia 0.00%
Japan 0.00%
Africa/Middle East 0.00%
Europe Developed 0.00%
Europe Emerging 0.00%
United Kingdom 2.06%