Invesco Value Opportunities Fund Quote
| VVOCX Fund | USD 17.29 0.18 1.03% |
Performance7 of 100
| Odds Of DistressLess than 21
|
Invesco Value is trading at 17.29 as of the 16th of April 2024; that is -1.03 percent decrease since the beginning of the trading day. The fund's open price was 17.47. Invesco Value has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Invesco Value Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of January 2023 and ending today, the 16th of April 2024. Click here to learn more.
The fund normally invests in a portfolio of common stocks, preferred stocks and convertible securities. The fund may invest in securities of issuers of any market capitalization however, under normal market conditions, it invests a substantial portion of its assets in securities of mid-capitalization issuers. More on Invesco Value Opportunities
Moving together with Invesco Mutual Fund
| 0.92 | OARDX | Oppenheimer Rising | PairCorr |
| 0.93 | AMHYX | Invesco High Yield | PairCorr |
| 0.73 | OSMAX | Oppenheimer International | 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 Value's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Value or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Invesco Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Invesco (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 26th of August 2022 |
| Fiscal Year End | April |
Invesco Value Opportunities [VVOCX] is traded in USA and was established 16th of April 2024. Invesco Value is listed under Invesco category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Invesco family. This fund at this time has accumulated 2.9 B in net assets with no minimum investment requirementsInvesco Value Opport is currently producing year-to-date (YTD) return of 9.46% with the current yeild of 0.0%, while the total return for the last 3 years was 11.38%.
Check Invesco Value 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 Value Opportunities 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 Value Opportunities Mutual Fund Constituents
| CCK | Crown Holdings | Stock | Materials |
| SRCL | Stericycle | Stock | Industrials |
| BAC | Bank of America | Stock | Financials |
| LPLA | LPL Financial Holdings | Stock | Financials |
| ORCL | Oracle | Stock | Information Technology |
| BKNG | Booking Holdings | Stock | Consumer Discretionary |
| SPB | Spectrum Brands Holdings | Stock | Consumer Staples |
Invesco Value Target Price Odds Analysis
Based on a normal probability distribution, the odds of Invesco Value jumping above the current price in 90 days from now is about 25.12%. The Invesco Value Opportunities probability density function shows the probability of Invesco Value mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3363. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Invesco Value will likely underperform. Additionally, invesco Value Opportunities has an alpha of 0.0565, implying that it can generate a 0.0565 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Invesco Value to move above the current price in 90 days from now is about 25.12 (This Invesco Value Opportunities probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Invesco Value Opport Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Value market risk premium is the additional return an investor will receive from holding Invesco Value 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 Value. 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 Value's alpha and beta are two of the key measurements used to evaluate Invesco Value's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7173 | |||
| Semi Deviation | 0.8783 | |||
| Standard Deviation | 0.9182 | |||
| Variance | 0.8431 |
Invesco Value Against Markets
Picking the right benchmark for Invesco Value 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 Value 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 Value is critical whether you are bullish or bearish towards Invesco Value Opportunities at a given time. Please also check how Invesco Value'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 Value 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 Sign In To Macroaxis Now
Sign In To MacroaxisSign in to explore Macroaxis' wealth optimization platform and fintech modules |
| All Next | Launch Module |
How to buy Invesco Mutual Fund?
Before investing in Invesco Value, 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 Value. To buy Invesco Value fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Value. 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 Value fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco Value Opportunities 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 Value Opportunities 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 Value Opportunities, 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 Value Opportunities?
The danger of trading Invesco Value Opportunities 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 Value 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 Value. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Value Opport 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Value Opportunities. 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 main economic indicators. Note that the Invesco Value Opport information on this page should be used as a complementary analysis to other Invesco Value'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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.