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Invesco quote and profile

 
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25.17
  
FUND
(0.04)  Macroaxis: -0.16 Down   0.16%  
May 21 2013 

Diversification Suggestion

Use Invesco to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze Invesco Dynamics B Trend or Check current 30 days Invesco correlation with market (S&P 500)
1 Month Beta 1.08  
Highest Price:  
Lowest Price:  
25.21  
23.06  
May 17 2013 
April 22 2013 
Invesco returns are very sensitive to returns on the market. As market goes up or down, Invesco is expected to follow.
Invesco Dynamics B llmost one BetaInvesco Dynamics B Beta Legend
IDYBX United States NASDAQ
Invesco Dynamics B
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 Paid0.19
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.17 % Macroaxis: 0.17 Moved Up  
 
 United States NYSE   0.12 % Macroaxis: 0.12 Moved Up  
 
 United States SP 500   0.07 % Macroaxis: 0.07 Moved Down  
 
 thisRed IDYBX IDYBX agains markets  0.16 % Macroaxis: 0.16 Moved Down  
 
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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 Sun, Apr 21, 2013 and Tue, May 21, 2013 is 24.08 with a coefficient of variation of 2.77. The daily time series for the period is distributed with a sample standard deviation of 0.67, arithmetic mean of 24.12, and mean deviation of 0.57. The Fund did not receive any noticable media coverage during the period.
Invesco         SP 500
Price Growth (%)
 

Invesco Summary

Invesco Dynamics B [IDYBX] is traded in USA and was established in March 27, 2002. 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 B is currently producing year-to-date (YTD) return of 6.66% with the current yeild of 0.83%, while the total return for the last 3 years was 21.09%.

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 B and T Rowe Price MidCap

Invesco Asset Under Management

Invesco Dynamics B 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

Price to Book vs Last Dividend Paid
Price to Sales vs Minimum Initial Investment
Price to Book vs Ten Year Return
Year to Date Return vs Minimum Initial Investment

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
Invesco vs. Columbia Acorn A
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 21 2013 Opportunity Range

Downside Deviation1.15
Information Ratio0.2046
Maximum Drawdown2.77
Value At Risk(0.60)
Potential Upside1.29

 
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