Here’s Why Invesco Growth and Income Fund Eliminated The TJX Companies (TJX) - InvestingChannel

Here’s Why Invesco Growth and Income Fund Eliminated The TJX Companies (TJX)

Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here. US stocks experienced increases in the third quarter despite a drop in early August as inflation subsided and the Federal Reserve (Fed) initiated its much-anticipated monetary easing cycle. As interest rates became more predictable, investors shifted their focus from technology and artificial intelligence (AI) equities, which had dominated much of 2024, to small-cap and value stocks that may profit from lower rates. Against this benchmark, the fund underperformed the benchmark. The fund’s under performance was driven by the stock selection in the financial, consumer discretionary, information technology (IT), and communication services industries. Relative performance was enhanced by the choice of stocks in consumer staples, industrials, and real estate. In addition, check the fund’s top five holdings to know its best picks in 2024.

Invesco Growth and Income Fund highlighted stocks like TJX Companies, Inc. (NYSE:TJX) in the third quarter 2024 investor letter. The TJX Companies, Inc. (NYSE:TJX) is an off-price apparel and home fashion retailer. The one-month return of The TJX Companies, Inc. (NYSE:TJX) was -0.22%, and its shares gained 31.95% of their value over the last 52 weeks. On December 19, 2024, The TJX Companies, Inc. (NYSE:TJX) stock closed at $121.20 per share with a market capitalization of $136.248 billion.

Invesco Growth and Income Fund stated the following regarding The TJX Companies, Inc. (NYSE:TJX) in its Q3 2024 investor letter:

“The TJX Companies, Inc. (NYSE:TJX): We purchased the discount retailer during the pandemic when lockdowns severely affected the store’s operations. Since reopening, the stock has performed well as sales have outpaced many traditional retailers. We sold the stock because the company became fully valued in our view and we used the proceeds to fund new opportunities.”

A busy retail store floor with customers trying on apparel and browsing the products.

The TJX Companies, Inc. (NYSE:TJX) is not on our list of 31 Most Popular Stocks Among Hedge Funds. As per our database, 63 hedge fund portfolios held The TJX Companies, Inc. (NYSE:TJX) at the end of the third quarter which was 56 in the previous quarter. While we acknowledge the potential of The TJX Companies, Inc. (NYSE:TJX) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

In another article, we discussed The TJX Companies, Inc. (NYSE:TJX) and shared the list of stocks that Jim Cramer discussed recently. In its Q3 2024 investor letter, Qualivian Investment Partners shared its confidence in TJX Companies, Inc.’s (NYSE:TJX) long-term growth potential. In addition, please check out our hedge fund investor letters Q3 2024 page for more investor letters from hedge funds and other leading investors.

READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks.

Disclosure: None. This article is originally published at Insider Monkey.

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