James Phillips - Invesco Limited Fund Manager

ATFIX Fund  USD 11.00  0.01  0.09%   
James Phillips is Fund Manager at Invesco Limited Term
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.
Phone800-959-4246

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.

Invesco Limited Management Performance (%)

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One Year Return

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The fund invests, under normal circumstances, at least 80 percent of its net assets in municipal debt securities that pay interest that is excluded from gross income for federal income tax purposes, and do not produce income that will be considered to be an item of preference for purposes of the alternative minimum tax. Invesco Limited is traded on NASDAQ Exchange in the United States. The fund is listed under Muni National Short category and is part of Invesco family.

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
John Schorle, Fund Manager

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.

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

  0.67USG USCF Gold Strategy Symbol ChangePairCorr
  0.86VMICX Invesco Municipal IncomePairCorr
  0.89VMINX Invesco Municipal IncomePairCorr
  0.89VMIIX Invesco Municipal IncomePairCorr
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.
Pair CorrelationCorrelation Matching
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 gross domestic product.
You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

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Please note, there is a significant difference between Invesco Limited's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Limited is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Limited's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.