Invesco Disciplined Financials
| AWEIX Fund | USD 34.01 0.18 0.53% |
Invesco |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Invesco Disciplined Fund Summary
Invesco Disciplined competes with At Mid, Matthews Pacific, At Income, and Barclays ETN. The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments that have economic characteristics similar to equity securities. It invests primarily in equity securities of U.S. and foreign issuers, and the fund may also invest up to 25 percent of its net assets in foreign securities. It may invest in the securities of issuers of all capitalization sizes however, a substantial number of the issuers in which the fund invests are large-capitalization issuers.Specialization | Large Blend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00769G4938 |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | CIBC Private Wealth Management |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 855 328 3863 |
| Currency | USD - US Dollar |
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Disciplined's current stock value. Our valuation model uses many indicators to compare Invesco Disciplined value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Disciplined competition to find correlations between indicators driving Invesco Disciplined's intrinsic value. More Info.Invesco Disciplined Equity is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Disciplined Equity is roughly 7.51 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Disciplined's earnings, one of the primary drivers of an investment's value.Invesco Disciplined Systematic Risk
Invesco Disciplined's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Disciplined volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Invesco Disciplined correlated with the market. If Beta is less than 0 Invesco Disciplined generally moves in the opposite direction as compared to the market. If Invesco Disciplined Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Disciplined is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Disciplined is generally in the same direction as the market. If Beta > 1 Invesco Disciplined moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Disciplined November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Disciplined help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Disciplined Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Disciplined Equity based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Disciplined's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8338 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 3.88 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.03 |
Other Information on Investing in Invesco Mutual Fund
Invesco Disciplined financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Disciplined security.
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