James Phillips - Invesco Limited Fund Manager
ATFCX Fund | USD 10.93 0.01 0.09% |
James Phillips is a Senior Portfolio Manager for Invesco municipal strategies. Mr. Phillips joined Invesco in 2010, when the firm combined with Van Kampen. At Van Kampen, which he joined in 1991, he was a portfolio manager for municipal strategies. He also served as a credit analyst and has specialized in researching nonrated municipal bonds across all sectors. Previously, he was at the Federal Deposit Insurance Corporationration, where he managed a portfolio of distressed bank assets. He started in the municipal bond market at Underwood, Neuhaus Co. in Houston, structuring municipal bond issues in the health care, senior living and special tax sectors. He entered the industry in 1985. Mr. Phillips earned a BA degree in American literature from Empire State College, the independent study division of the State University of New York, and an MBA in finance from the State University of New York at Albany.
Phone | 800-959-4246 |
James Phillips Latest Insider Activity
Tracking and analyzing the buying and selling activities of James Phillips against Invesco Limited mutual fund is an integral part of due diligence when investing in Invesco Limited. James Phillips insider activity provides valuable insight into whether Invesco Limited is net buyers or sellers over its current business cycle. Note, Invesco Limited insiders must abide by specific rules, including filing SEC forms every time they buy or sell Invesco Limited'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
James Phillips over a year ago Sale by James Phillips of 5050 shares of Pacific Biosciences |
Invesco Limited Management Performance (%)
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Invesco Limited Term Leadership Team
Elected by the shareholders, the Invesco Limited's board of directors comprises two types of representatives: Invesco Limited inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Invesco. The board's role is to monitor Invesco Limited's management team and ensure that shareholders' interests are well served. Invesco Limited's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Invesco Limited's outside directors are responsible for providing unbiased perspectives on the board's policies.
James Phillips, Fund Manager | ||
Mark Paris, Fund Manager since March 6, 2015 |
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 Limited 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 | 53.78 M | ||||
Annual Yield | 0 % | ||||
Year To Date Return | 0.08 % | ||||
One Year Return | 1.02 % | ||||
Three Year Return | (0.39) % | ||||
Five Year Return | 0.70 % | ||||
Ten Year Return | 1.82 % | ||||
Net Asset | 3.26 B | ||||
Last Dividend Paid | 0.01 | ||||
Cash Position Weight | 0.45 % |
Pair Trading with Invesco Limited
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 Limited 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 Limited will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Mutual Fund
0.98 | VMICX | Invesco Municipal | PairCorr |
0.89 | VMINX | Invesco Municipal | PairCorr |
0.88 | VMIIX | Invesco Municipal | PairCorr |
0.62 | AMHYX | Invesco High Yield | PairCorr |
The ability to find closely correlated positions to Invesco Limited 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 Limited 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 Limited - 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 Limited Term to buy it.
The correlation of Invesco Limited 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 Limited moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Limited Term 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 Limited 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 Limited Term. 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 main economic indicators. Note that the Invesco Limited Term information on this page should be used as a complementary analysis to other Invesco Limited'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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..