Invesco Convertible Financials
| CNSDX Fund | USD 25.09 0.19 0.76% |
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 Convertible Fund Summary
Invesco Convertible competes with Franklin Convertible, Franklin Convertible, Franklin Convertible, Allianzgi Convertible, and Virtus Convertible. The fund invests, under normal circumstances, at least 80 percent of its net assets in convertible securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in below-investment-grade securities. The fund may invest up to 10 percent of its net assets in synthetic convertible securities and up to 25 percent of its net assets in exchangeable convertible securities.Specialization | Convertibles, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00888W7002 |
| Business Address | AIM Growth Series |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Invesco Convertible Key Financial Ratios
INVESCO Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Convertible's current stock value. Our valuation model uses many indicators to compare Invesco Convertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Convertible competition to find correlations between indicators driving Invesco Convertible's intrinsic value. More Info.Invesco Vertible Securities is fourth largest fund in price to earning among similar funds. It is fifth largest fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Vertible Securities is roughly 6.45 . 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 Convertible's earnings, one of the primary drivers of an investment's value.Invesco Vertible Sec Systematic Risk
Invesco Convertible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Convertible 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 output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Invesco Vertible Sec correlated with the market. If Beta is less than 0 Invesco Convertible generally moves in the opposite direction as compared to the market. If Invesco Convertible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Vertible Sec is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Convertible is generally in the same direction as the market. If Beta > 1 Invesco Convertible moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Convertible Thematic Clasifications
Invesco Vertible Securities is part of Convertibles Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in convertibles debt instruments. Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date
This theme covers Funds investing in convertibles debt instruments. Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. Get More Thematic Ideas
Invesco Vertible Securities is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Convertibles category is currently estimated at about 17.33 Billion. Invesco Convertible holds roughly 1.33 Billion in net asset claiming about 8% of funds in Convertibles category.| Convertibles Funds | View |
Invesco Convertible November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Convertible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Vertible Securities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Vertible Securities 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 Convertible's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4318 | |||
| Information Ratio | 0.0139 | |||
| Maximum Drawdown | 2.02 | |||
| Value At Risk | (0.73) | |||
| Potential Upside | 0.8835 |
Other Information on Investing in INVESCO Mutual Fund
Invesco Convertible 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 Convertible security.
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