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Invesco quote and profile

 
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27.28
  
FUND
0.09  Macroaxis: 0.33 Up   0.33%  
May 22 2013 

Diversification Suggestion

Use Invesco to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Invesco Dynamics Inv Trend or Check current 30 days Invesco correlation with market (S&P 500)
1 Month Beta 0.81  
Highest Price:  
Lowest Price:  
26.65  
24.9  
May 10 2013 
April 22 2013 
As returns on market increase, Invesco returns are expected to increase less than the market. However during bear market, the loss on holding Invesco will be expected to be smaller as well.
Invesco Dynamics Inv Small BetaInvesco Dynamics Inv Beta Legend
FIDYX United States NASDAQ
Invesco Dynamics Inv
Invesco
Mid-Cap Growth
Benchmark S&P 500
Contact Number: 800. 959. 4246
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset804.69 M
Last Dividend Paid0.23
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.81 % Macroaxis: 0.81 Moved Up  
 
 United States SP 500   0.72 % Macroaxis: 0.72 Moved Up  
 
 United States NYSE   0.69 % Macroaxis: 0.69 Moved Up  
 
 thisGreen FIDYX FIDYX agains markets  0.33 % Macroaxis: 0.33 Moved Up  
 
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Paul Rasplicka  Money Manager
Fund Manager since July 15, 2004
Paul Rasplicka, , Senior Portfolio Manager, who was responsible for the Fund since 2004 and was associated with Invesco and/or its affiliates since 1994. Rasplicka, is a senior portfolio manager with AIM Advisors. ...
    

Invesco Price and Market Media

The median price of Invesco for the period between Mon, Apr 22, 2013 and Wed, May 22, 2013 is 25.61 with a coefficient of variation of 1.96. The daily time series for the period is distributed with a sample standard deviation of 0.5, arithmetic mean of 25.73, and mean deviation of 0.41. The Fund did not receive any noticable media coverage during the period.
Invesco         SP 500
Price Growth (%)
 

Invesco Summary

Invesco Dynamics Inv [FIDYX] is traded in USA and was established in 1967-09-15. The fund is listed under Mid-Cap Growth category and is part of Invesco family. This fund currently has accumulated 804.69 M in assets under management (AUM) with minimum initial investment of 1 K. Invesco Dynamics Inv is currently producing year-to-date (YTD) return of 6.74% with the current yeild of 0.92%, while the total return for the last 3 years was 22.71%.

Fund Instrument Allocation for Invesco

The fund consists of 98.98% investments in stocks, with the rest of investments allocated between different money market instruments.
Past Market
Over 30
Days
35
Out Of
100
 
Chance of
Less
Than
%
 
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Invesco Research Report

Invesco vs. T Rowe

Correlation analysis and fundamentals comparison between Invesco Dynamics Inv and T Rowe Price MidCap

Invesco Asset Under Management

Invesco Dynamics Inv is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Growth category is currently estimated at about 176.4 Billion. Invesco adds roughly 804.69 Million in net asset claiming only tiny portion of funds under Mid-Cap Growth category.

Invesco Fundamentals

Cash Position Weight vs Three Year Return
Equity Positions Weight vs Price to Book
Cash Position Weight vs Minimum Initial Investment
Price to Earning vs Price to Book

Invesco vs Competition

Invesco vs. T Rowe Price MidCap Growth
Invesco vs. T Rowe Price MidCap Growth R
Invesco vs. T Rowe Price MidCap Growth Adv
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Invesco vs. Columbia Acorn Z
Invesco vs. Columbia Acorn I
Invesco vs. Columbia Acorn C
Invesco vs. Columbia Acorn B
Invesco vs. Neuberger Berman Genesis Inv
Invesco vs. Neuberger Berman Genesis Tr

Invesco May 22 2013 Opportunity Range

Information Ratio0.2197
Maximum Drawdown2.76
Value At Risk(1.48)
Potential Upside1.29

 
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