Invesco Mutual Fund Financials

ASMMX -  USA Fund  

USD 33.33  0.17  0.51%

Understanding current and past Invesco Summit Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Invesco Summit's financial statements are interrelated, with each one affecting the others. For example, an increase in Invesco Summit's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Invesco Summit's financials over time to get the whole picture.
Use fundamental data analysis to validate all available fundamentals of Invesco Summit to find out if markets are presently mispricing the fund. We have collected data for fourteen available reported financial drivers for Invesco Summit, which can be compared to its competitors. Use Invesco Summit price to book and three year return to make sure your decision on pricing Invesco Summit is adequate. Use Invesco Summit to enhance returns of your portfolios. The fund experiences a moderate upward volatility. Check odds of Invesco Summit to be traded at $36.66 in 90 days.

Invesco Fundamentals 

 
Refresh
With this module, you can analyze Invesco financials for your investing period. You should be able to track the changes in Invesco Summit individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 1
Invesco Summit has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Invesco Summit mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Invesco Summit's official financial statements usually reflect Invesco Summit's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Invesco Summit. For example, before you start analyzing numbers published by Invesco accountants, it's critical to develop an understanding of what Invesco Summit's liquidity, profitability, and earnings quality are in the context of the Invesco space in which it operates.
Please note that past performance is not an indicator of the future performance of Invesco Summit, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Invesco Summit Company Summary

Invesco Summit competes with Growth Fund, Growth Fund, Growth Fund, Growth Fund, and Growth Fund. The fund invests primarily in equity securities of issuers of all market capitalizations that are considered by the funds portfolio managers to have potential for earnings or revenue growth. Invesco Summit is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressAIM Equity Funds
Mutual Fund FamilyInvesco
Mutual Fund CategoryLarge Growth
BenchmarkDOW
Phone800 959 4246
CurrencyUSD - US Dollar

Invesco Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Summit's current stock value. Our valuation model uses many indicators to compare Invesco Summit value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Summit competition to find correlations between indicators driving Invesco Summit's intrinsic value. More Info.
Invesco Summit is the top fund in equity positions weight among similar funds. It is the top fund in ten year return among similar funds reporting about  0.15  of Ten Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Ten Year Return for Invesco Summit is roughly  6.86 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Summit by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Summit's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Invesco Summit's earnings, one of the primary drivers of an investment's value.

Invesco Summit Systematic Risk

Invesco Summit's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Summit volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Invesco Summit correlated with the market. If Beta is less than 0 Invesco Summit generally moves in the opposite direction as compared to the market. If Invesco Summit Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Summit is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Summit is generally in the same direction as the market. If Beta > 1 Invesco Summit moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Invesco Summit Financials

What exactly are Invesco Summit Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Invesco Summit's income statement, its balance sheet, and the statement of cash flows. Potential Invesco Summit investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Invesco Summit investors may use each financial statement separately, they are all related. The changes in Invesco Summit's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Invesco Summit's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Invesco Summit is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Invesco grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Invesco Summit is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 2.79 Trillion. Invesco Summit adds roughly 3.94 Billion in net asset claiming only tiny portion of funds under Large Growth category.

Invesco Summit October 26, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Invesco Summit help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Summit. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Summit based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Summit's daily price indicators and compare them against related drivers.
Downside Deviation1.04
Information Ratio(0.009398)
Maximum Drawdown5.16
Value At Risk(1.47)
Potential Upside1.48
Please continue to Trending Equities. Note that the Invesco Summit information on this page should be used as a complementary analysis to other Invesco Summit'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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Complementary Tools for Invesco Mutual Fund analysis

When running Invesco Summit price analysis, check to measure Invesco Summit'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 Summit is operating at the current time. Most of Invesco Summit's value examination focuses on studying past and present price action to predict the probability of Invesco Summit's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Invesco Summit's price. Additionally, you may evaluate how the addition of Invesco Summit to your portfolios can decrease your overall portfolio volatility.
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Go
Transaction History
View history of all your transactions and understand their impact on performance
Go
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Please note, there is a significant difference between Invesco Summit's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Summit value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Summit'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.