Invesco Fundamental High Etf Equity Positions Weight
| PFH-F Etf | CAD 18.12 0.02 0.11% |
Invesco Fundamental High fundamentals help investors to digest information that contributes to Invesco Fundamental's financial success or failures. It also enables traders to predict the movement of Invesco Etf. The fundamental analysis module provides a way to measure Invesco Fundamental's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invesco Fundamental etf.
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Invesco Fundamental High ETF Equity Positions Weight Analysis
Invesco Fundamental's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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According to the company disclosure, Invesco Fundamental High has an Equity Positions Weight of 0.0%. This indicator is about the same for the Invesco Canada Ltd. average (which is currently at 0.0) family and about the same as Equity Positions Weight (which currently averages 0.0) category. This indicator is about the same for all Canada etfs average (which is currently at 0.0).
Invesco Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Fundamental's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Invesco Fundamental could also be used in its relative valuation, which is a method of valuing Invesco Fundamental by comparing valuation metrics of similar companies.Invesco Fundamental is currently under evaluation in equity positions weight as compared to similar ETFs.
Fund Asset Allocation for Invesco Fundamental
.Asset allocation divides Invesco Fundamental'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
| Beta | 0.9 | |||
| Total Asset | 81.55 M | |||
| One Year Return | 5.97 % | |||
| Three Year Return | 4.19 % | |||
| Five Year Return | 3.47 % | |||
| Net Asset | 81.55 M | |||
| Last Dividend Paid | 0.0654 | |||
| Bond Positions Weight | 48.94 % |
About Invesco Fundamental Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco Fundamental High's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Fundamental using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Fundamental High based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Invesco Fundamental
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Fundamental position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Fundamental will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Invesco Fundamental could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco Fundamental when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco Fundamental - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco Fundamental High to buy it.
The correlation of Invesco Fundamental is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco Fundamental moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Fundamental High moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco Fundamental can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Invesco Fundamental High. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.