Charles Burge - Invesco Porate Fund Manager
ACCEX Fund | USD 6.26 0.01 0.16% |
Chuck Burge is a Senior Portfolio Manager with Invesco Fixed Income. Mr. Burge joined Invesco in 2002 as a portfolio manager and has held various positions with increased responsibility within the Taxable Investment team. He assumed his fund management responsibilities in 2009. Prior to joining Invesco, Mr. Burge spent seven years with Criterion Investment Management. He entered the industry in 1993. Mr. Burge earned a BS degree in economics from Texas AM University. He also earned an MBA in finance and accounting from Rice University.
Phone | 800-959-4246 |
Invesco Porate Management Performance (%)
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Invesco Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Invesco Porate a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Total Asset | 33.88 M | ||||
Annual Yield | 0.04 % | ||||
Year To Date Return | 7.07 % | ||||
One Year Return | 5.00 % | ||||
Three Year Return | (3.13) % | ||||
Five Year Return | 1.15 % | ||||
Ten Year Return | 4.81 % | ||||
Net Asset | 2.72 B | ||||
Last Dividend Paid | 0.01 | ||||
Cash Position Weight | 1.15 % |
Pair Trading with Invesco Porate
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 Porate 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 Porate will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Invesco Porate 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 Porate 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 Porate - 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 Porate Bond to buy it.
The correlation of Invesco Porate 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 Porate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Porate Bond 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 Porate 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 Trending Equities to better understand how to build diversified portfolios, which includes a position in Invesco Porate Bond. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Invesco Porate Bond information on this page should be used as a complementary analysis to other Invesco Porate's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Complementary Tools for Invesco Mutual Fund analysis
When running Invesco Porate's price analysis, check to measure Invesco Porate's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Porate is operating at the current time. Most of Invesco Porate's value examination focuses on studying past and present price action to predict the probability of Invesco Porate's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Porate's price. Additionally, you may evaluate how the addition of Invesco Porate to your portfolios can decrease your overall portfolio volatility.
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