Ellen Gold - Invesco Convertible Fund Manager
| CNSDX Fund | USD 22.15 0.19 0.87% |
Ellen Gold is a portfolio manager of Invescos convertible securities strategies. She joined Invesco in 2010. Ms. Gold previously joined Morgan Stanley in 1986, where she served as a portfolio manager on the Equity and Income team, focusing on convertible products since 2001. She also served as a junior portfolio manager of convertible securities and a fixed income analyst. Ms. Gold earned a Bachelor of Business Administration degree from George Washington University and a MBA degree from New York University.
| Phone | 800-959-4246 |
Invesco Convertible 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 Convertible 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 | 8.71 X | ||||
| Price To Book | 1.35 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 1.4 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.42 % | ||||
| One Year Return | 3.35 % | ||||
| Three Year Return | (3.09) % | ||||
| Five Year Return | 8.06 % | ||||
| Ten Year Return | 8.83 % |
Pair Trading with Invesco Convertible
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 Convertible 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 Convertible will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Mutual Fund
| 0.64 | OARDX | Oppenheimer Rising | PairCorr |
| 0.69 | AMHYX | Invesco High Yield | PairCorr |
The ability to find closely correlated positions to Invesco Convertible 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 Convertible 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 Convertible - 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 Vertible Securities to buy it.
The correlation of Invesco Convertible 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 Convertible moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Vertible Sec 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 Convertible 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 Vertible Securities. 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 unemployment. Note that the Invesco Vertible Sec information on this page should be used as a complementary analysis to other Invesco Convertible'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 Global Correlations module to find global opportunities by holding instruments from different markets.