Mark Ahnrud - Invesco Balanced-risk Fund Manager
| ALLFX Fund | USD 9.09 0.01 0.11% |
Mark currently serves as a Portfolio Manager for Invescos Global Asset Allocation team. Mark joined Invesco in 2000 and the Global Asset Allocation team in 2002. Mark began his investment career in 1985 and was a fixed income portfolio manager with Bank of America prior to joining Invesco. Mark received his BS in Finance and Investments from Babson College. He received his MBA from the Fuqua School of Business at Duke University with a concentration in Finance and Real Estate Investment. Mark holds the Chartered Financial Analyst designation.
| Phone | 800-959-4246 |
Invesco Balanced-risk Management Performance (%)
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| Found 3 records | One Year Return | ||
| Christopher Brightman | Pimco All Asset | N/A | |
| Christopher Brightman | Pimco All Asset | N/A | |
| Christopher Brightman | Pimco All Asset | N/A | |
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 Balanced-risk 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 | 2.43 B | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 2.61 % | |||
| One Year Return | 6.23 % | |||
| Three Year Return | (0.63) % | |||
| Five Year Return | 3.37 % | |||
| Ten Year Return | 5.62 % | |||
| Net Asset | 4.24 B | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.18 |
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 Balanced-risk 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 Balanced-risk's short interest history, or implied volatility extrapolated from Invesco Balanced-risk options trading.
Pair Trading with Invesco Balanced-risk
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 Balanced-risk 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 Balanced-risk will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Mutual Fund
| 0.92 | OARDX | Oppenheimer Rising | PairCorr |
| 0.91 | AMHYX | Invesco High Yield | PairCorr |
The ability to find closely correlated positions to Invesco Balanced-risk 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 Balanced-risk 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 Balanced-risk - 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 Balanced Risk Allocation to buy it.
The correlation of Invesco Balanced-risk 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 Balanced-risk moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Balanced Risk 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 Balanced-risk 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 Balanced Risk Allocation. 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 census. Note that the Invesco Balanced Risk information on this page should be used as a complementary analysis to other Invesco Balanced-risk'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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.