Invesco Global Real Fund Quote
AGREX Fund | USD 8.74 0.00 0.00% |
Performance0 of 100
| Odds Of DistressLess than 44
|
Invesco Global is trading at 8.74 as of the 28th of March 2024; that is No Change since the beginning of the trading day. The fund's open price was 8.74. Invesco Global has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Invesco Global Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2023 and ending today, the 28th of March 2024. Click here to learn more.
The investment seeks total return through growth of capital and current income. Invesco Global is traded on NASDAQ Exchange in the United States. More on Invesco Global Real
Moving together with Invesco Mutual Fund
0.84 | DFGEX | Dfa Global Real | PairCorr |
0.62 | VGRNX | Vanguard Global Ex-us | PairCorr |
0.65 | DFITX | Dfa International Real | PairCorr |
0.62 | VGRLX | Vanguard Global Ex-us | PairCorr |
0.7 | PGRKX | Global Real Estate | PairCorr |
0.69 | PGRUX | Global Real Estate | PairCorr |
0.69 | PGRVX | Global Real Estate | PairCorr |
Moving against Invesco Mutual Fund
0.41 | CISGX | Touchstone Sands Capital | PairCorr |
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 Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Global Real Estate, Invesco (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 28th of June 2023 |
Fiscal Year End | February |
Invesco Global Real [AGREX] is traded in USA and was established 28th of March 2024. The fund is listed under Global Real Estate category and is part of Invesco family. This fund presently has accumulated 181.28 M in assets under management (AUM) with no minimum investment requirementsInvesco Global Real is currently producing year-to-date (YTD) return of 8.6% with the current yeild of 0.02%, while the total return for the last 3 years was -2.27%.
Check Invesco Global Probability Of Bankruptcy
Instrument Allocation
Top Invesco Global Real Mutual Fund Constituents
UDR | UDR Inc | Stock | Real Estate |
HCP | Hashicorp | Stock | Information Technology |
SUI | Sun Communities | Stock | Real Estate |
EQIX | Equinix | Stock | Real Estate |
REXR | Rexford Industrial Realty | Stock | Real Estate |
VICI | VICI Properties | Stock | Real Estate |
KIM | Kimco Realty | Stock | Real Estate |
Invesco Global Real Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Global market risk premium is the additional return an investor will receive from holding Invesco Global 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 Global. 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 Global's alpha and beta are two of the key measurements used to evaluate Invesco Global's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.7236 | |||
Standard Deviation | 0.908 | |||
Variance | 0.8245 | |||
Risk Adjusted Performance | (0.03) |
Invesco Global Against Markets
Picking the right benchmark for Invesco Global 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 Global 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 Global is critical whether you are bullish or bearish towards Invesco Global Real at a given time. Please also check how Invesco Global'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 Global 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.Did you try this?
Run Money Managers Now
Money ManagersScreen money managers from public funds and ETFs managed around the world |
All Next | Launch Module |
How to buy Invesco Mutual Fund?
Before investing in Invesco Global, 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 Global. To buy Invesco Global fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Global. 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 Global fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco Global Real 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 Global Real 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 Global Real, 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 Global Real?
The danger of trading Invesco Global Real 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 Global 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 Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Global Real 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 Global Real. 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 income. Note that the Invesco Global Real information on this page should be used as a complementary analysis to other Invesco Global'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 Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Complementary Tools for Invesco Mutual Fund analysis
When running Invesco Global's price analysis, check to measure Invesco Global'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 Global is operating at the current time. Most of Invesco Global's value examination focuses on studying past and present price action to predict the probability of Invesco Global'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 Global's price. Additionally, you may evaluate how the addition of Invesco Global to your portfolios can decrease your overall portfolio volatility.
Bonds Directory Find actively traded corporate debentures issued by US companies | |
Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
Technical Analysis Check basic technical indicators and analysis based on most latest market data |