Thomas Bastian - Invesco Equity Fund Manager
| ACEKX Fund | USD 10.34 0.01 0.1% |
Senior Portfolio Manager Thomas Bastian is the lead manager for Invesco largecap relative value strategies. He joined Invesco in 2010. Before joining the firm, he was a portfolio manager for the U.S. largecap relative value products at Van Kampen, which he joined in 2003. Before joining Van Kampen, he was a portfolio manager at Eagle Asset Management and an analyst at Bank One. Mr. Bastian earned a Bachelor of Arts degree in accounting from St. Johns University and a MBA degree in finance from the University of Michigan. He is a CFA charterholder and a member of the CFA Institute.
| Phone | 800-959-4246 |
Invesco Equity 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 Equity 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.
| Price To Earning | 16.13 X | ||||
| Price To Book | 1.56 X | ||||
| Price To Sales | 1.66 X | ||||
| Total Asset | 11.44 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 4.10 % | ||||
| One Year Return | 14.08 % | ||||
| Three Year Return | 4.45 % | ||||
| Five Year Return | 8.28 % | ||||
| Ten Year Return | 8.01 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Invesco Equity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Invesco Equity's short interest history, or implied volatility extrapolated from Invesco Equity options trading.
Pair Trading with Invesco Equity
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 Equity 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 Equity will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Mutual Fund
| 0.82 | OARDX | Oppenheimer Rising | PairCorr |
| 0.84 | AMHYX | Invesco High Yield | PairCorr |
The ability to find closely correlated positions to Invesco Equity 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 Equity 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 Equity - 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 Equity And to buy it.
The correlation of Invesco Equity 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 Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Equity And 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 Equity 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 Equity And. 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 industry. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.