Invesco Charter Fund Analysis
CHTYX Fund | USD 22.05 0.13 0.59% |
Invesco Charter Fund is fairly valued with Real Value of 21.73 and Hype Value of 22.05. The main objective of Invesco Charter fund analysis is to determine its intrinsic value, which is an estimate of what Invesco Charter Fund is worth, separate from its market price. There are two main types of Invesco Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Invesco Charter Fund. On the other hand, technical analysis, focuses on the price and volume data of Invesco Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Invesco Charter mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Invesco |
Invesco Mutual Fund Analysis Notes
The fund generated five year return of 13.0%. Invesco Charter holds 99.19% of assets under management (AUM) in equities. Large Blend For more info on Invesco Charter Fund please contact the company at 800-959-4246.Invesco Charter Investment Alerts
The fund holds 99.19% of its assets under management (AUM) in equities |
Invesco Market Capitalization
The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Invesco Charter's market, we take the total number of its shares issued and multiply it by Invesco Charter's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Top Invesco Charter Fund Mutual Fund Constituents
NKE | Nike Inc | Stock | |
PGR | Progressive Corp | Stock | |
CMCSA | Comcast Corp | Stock | |
GOOG | Alphabet Inc Class C | Stock | |
MA | Mastercard | Stock | |
MMC | Marsh McLennan Companies | Stock | |
UNH | UnitedHealth Group Incorporated | Stock | |
UPS | United Parcel Service | Stock | |
ADI | Analog Devices | Stock | |
PLD | Prologis | Stock | |
MRK | Merck Company | Stock | |
LMT | Lockheed Martin | Stock | |
MSFT | Microsoft | Stock | |
AXP | American Express | Stock | |
HD | Home Depot | Stock | |
PEP | PepsiCo | Stock | |
EPAM | EPAM Systems | Stock | |
CTSH | Cognizant Technology Solutions | Stock | |
JPM | JPMorgan Chase Co | Stock | |
HCA | HCA Holdings | Etf | |
APTV | Aptiv PLC | Stock | |
ORCL | Oracle | Stock | |
FRC | FIRST REP BK | Stock | |
SWK | Stanley Black Decker | Stock | |
QCOM | Qualcomm Incorporated | Stock | |
EBAY | eBay Inc | Stock |
Technical Drivers
As of the 30th of November, Invesco Charter retains the Risk Adjusted Performance of 0.1369, downside deviation of 0.8287, and Market Risk Adjusted Performance of 0.1613. Invesco Charter 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 Charter Price Movement Analysis
The output start index for this execution was nine with a total number of output elements of fifty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Invesco Charter middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Invesco Charter. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Invesco Charter Outstanding Bonds
Invesco Charter issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Invesco Charter uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Invesco bonds can be classified according to their maturity, which is the date when Invesco Charter Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Invesco Charter Predictive Daily Indicators
Invesco Charter intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Invesco Charter mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Daily Balance Of Power | 9.2 T | |||
Rate Of Daily Change | 1.01 | |||
Day Median Price | 22.05 | |||
Day Typical Price | 22.05 | |||
Price Action Indicator | 0.065 | |||
Period Momentum Indicator | 0.13 | |||
Relative Strength Index | 75.06 |
Invesco Charter Forecast Models
Invesco Charter's time-series forecasting models are one of many Invesco Charter's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Invesco Charter's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Invesco Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Invesco Charter prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Invesco shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Invesco Charter. By using and applying Invesco Mutual Fund analysis, traders can create a robust methodology for identifying Invesco entry and exit points for their positions.
The fund invests primarily in equity securities. The principal type of equity securities in which the fund invests is common stock. The fund 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. It may invest up to 25 percent of its net assets in foreign securities, which include foreign debt and foreign equity securities.
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Invesco Charter to your portfolios without increasing risk or reducing expected return.Did you try this?
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Other Information on Investing in Invesco Mutual Fund
Invesco Charter 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 Charter security.
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