Invesco Moderate Allocation Fund Key Fundamental Indicators
Invesco Moderate technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices.
Invesco Moderate's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Invesco Moderate's valuation are provided below:Invesco Moderate Allocation does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Invesco |
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Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Invesco Moderate Allocation has a Three Year Return of 14.55%. This is much higher than that of the Category family and notably higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.
Invesco Moderate All Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Moderate's current stock value. Our valuation model uses many indicators to compare Invesco Moderate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Moderate competition to find correlations between indicators driving Invesco Moderate's intrinsic value. More Info.Invesco Moderate Allocation is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Moderate Allocation is roughly 9.16 . 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 Moderate's earnings, one of the primary drivers of an investment's value.Invesco Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Moderate's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Invesco Moderate could also be used in its relative valuation, which is a method of valuing Invesco Moderate by comparing valuation metrics of similar companies.Invesco Moderate is currently under evaluation in three year return among similar funds.
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Moderate's current stock value. Our valuation model uses many indicators to compare Invesco Moderate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Moderate competition to find correlations between indicators driving Invesco Moderate's intrinsic value. More Info.Invesco Moderate Allocation is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Moderate Allocation is roughly 9.16 . 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 Moderate's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Invesco Moderate
The fund invests 55.53% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (31.29%) , cash (10.86%) and various exotic instruments.Asset allocation divides Invesco Moderate's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Invesco Fundamentals
| Price To Earning | 17.49 X | |||
| Price To Book | 1.91 X | |||
| Price To Sales | 1.38 X | |||
| Total Asset | 776.34 M | |||
| One Year Return | (0.80) % | |||
| Three Year Return | 14.55 % | |||
| Five Year Return | 0.67 % | |||
| Ten Year Return | 5.28 % | |||
| Net Asset | 776.34 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 10.86 % | |||
| Equity Positions Weight | 55.53 % | |||
| Bond Positions Weight | 31.29 % |
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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
Other Consideration for investing in Invesco Mutual Fund
If you are still planning to invest in Invesco Moderate All check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Invesco Moderate's history and understand the potential risks before investing.
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