Meggan Walsh - Invesco Diversified Fund Manager
| DDFRX Fund | USD 18.55 0.14 0.76% |
Meggan Walsh is a senior portfolio manager for Invesco and head of the Dividend Value Team. Ms. Walsh is the architect of Invescos diversified dividend investment process, established in 2002 as Invesco Diversified Dividend Fund. Her professional investment experience includes more than 10 years as a fixed income manager and more than 15 years as an equity manager. Ms. Walsh was in the investment business since 1987. She joined Invesco in 1991 as a trader of shortterm taxable fixedincome securities and was promoted to vice president and portfolio manager in the longterm fixedincome
| Phone | 800-959-4246 |
Invesco Diversified 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 Diversified 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 | 17.68 X | ||||
| Price To Book | 2.25 X | ||||
| Price To Sales | 1.63 X | ||||
| Total Asset | 11.72 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 5.11 % | ||||
| One Year Return | 11.89 % | ||||
| Three Year Return | 5.92 % | ||||
| Five Year Return | 7.89 % | ||||
| Ten Year Return | 8.68 % |
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 Diversified 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 Diversified's short interest history, or implied volatility extrapolated from Invesco Diversified options trading.
Pair Trading with Invesco Diversified
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 Diversified 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 Diversified will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Mutual Fund
| 0.98 | OARDX | Oppenheimer Rising | PairCorr |
| 0.9 | AMHYX | Invesco High Yield | PairCorr |
The ability to find closely correlated positions to Invesco Diversified 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 Diversified 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 Diversified - 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 Diversified Dividend to buy it.
The correlation of Invesco Diversified 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 Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Diversified 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 Diversified 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Invesco Diversified Dividend. 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 metropolitan statistical area. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.