Invesco Stock Fund Quote

ACSYX Fund  USD 29.72  0.39  1.33%   

Performance

16 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
Invesco Stock is trading at 29.72 as of the 28th of March 2024; that is 1.33% increase since the beginning of the trading day. The fund's open price was 29.33. Invesco Stock has about a 34 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Invesco Stock Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in securities of issuers of any market capitalization, and at times might increase its emphasis on securities of issuers in a particular capitalization range. More on Invesco Stock Fund

Moving together with Invesco Mutual Fund

  0.65VMINX Invesco Municipal IncomePairCorr
  0.65VMIIX Invesco Municipal IncomePairCorr
  0.92GLALX Aim Investment SecuritiesPairCorr
  0.94OARDX Oppenheimer RisingPairCorr
  0.91AMHYX Invesco High YieldPairCorr

Invesco Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Invesco Stock's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Stock or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationInvesco Funds, Large Value Funds, Large Value, Invesco (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date26th of August 2022
Fiscal Year EndApril
Invesco Stock Fund [ACSYX] is traded in USA and was established 28th of March 2024. Invesco Stock is listed under Invesco category by Fama And French industry classification. The fund is listed under Large Value category and is part of Invesco family. This fund presently has accumulated 10.06 B in assets under management (AUM) with no minimum investment requirementsInvesco Stock Fund is currently producing year-to-date (YTD) return of 7.16% with the current yeild of 0.01%, while the total return for the last 3 years was 10.33%.
Check Invesco Stock Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Stock Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Invesco Stock Fund Mutual Fund Constituents

JCIJohnson Controls InternationalStockIndustrials
INTCIntelStockInformation Technology
WFCWells FargoStockFinancials
QCOMQualcomm IncorporatedStockInformation Technology
PMPhilip Morris InternationalStockConsumer Staples
PFEPfizer IncStockHealth Care
MSFTMicrosoftStockInformation Technology
More Details

Invesco Stock Target Price Odds Analysis

Based on a normal probability distribution, the odds of Invesco Stock jumping above the current price in 90 days from now is near 1%. The Invesco Stock Fund probability density function shows the probability of Invesco Stock mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Stock Fund has a beta of -0.1317. This suggests as returns on benchmark increase, returns on holding Invesco Stock are expected to decrease at a much lower rate. During the bear market, however, Invesco Stock Fund is likely to outperform the market. Additionally, invesco Stock Fund has an alpha of 0.14, implying that it can generate a 0.14 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 29.72HorizonTargetOdds Above 29.72
99.35%90 days
 29.72 
0.63%
Based on a normal probability distribution, the odds of Invesco Stock to move above the current price in 90 days from now is near 1 (This Invesco Stock Fund probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .

Invesco Stock Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Stock market risk premium is the additional return an investor will receive from holding Invesco Stock long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Stock. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco Stock's alpha and beta are two of the key measurements used to evaluate Invesco Stock's performance over the market, the standard measures of volatility play an important role as well.

Invesco Stock Against Markets

Picking the right benchmark for Invesco Stock mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco Stock mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco Stock is critical whether you are bullish or bearish towards Invesco Stock Fund at a given time. Please also check how Invesco Stock's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Invesco Stock without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Invesco Mutual Fund?

Before investing in Invesco Stock, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Invesco Stock. To buy Invesco Stock fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Stock. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Invesco Stock fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Invesco Stock Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Invesco Stock Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Invesco Stock Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Invesco Stock Fund?

The danger of trading Invesco Stock Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco Stock is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco Stock. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Stock Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Invesco Stock Fund. 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 manufacturing.
You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.

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When running Invesco Stock's price analysis, check to measure Invesco Stock's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Stock is operating at the current time. Most of Invesco Stock's value examination focuses on studying past and present price action to predict the probability of Invesco Stock's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Stock's price. Additionally, you may evaluate how the addition of Invesco Stock to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Invesco Stock's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Stock is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Stock'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.