Invesco Mutual Fund Quote

BRCCX -  USA Fund  

USD 7.45  0.01  0.13%

Invesco Balanced is trading at 7.45 as of the 24th of October 2021; that is -0.13 percent down since the beginning of the trading day. The fund's open price was 7.46. Invesco Balanced has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Invesco Balanced Risk are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of August 2021 and ending today, the 24th of October 2021. Click here to learn more.
 Market Performance
0 of 100
  Odds Of Distress
Less than 1
The investment seeks to provide total return. The fund invests, under normal conditions, in derivatives and other commodity-linked instruments whose performance is expected to correspond to the performance of the underlying commodity, without investing directly in physical commodities. More on Invesco Balanced Risk

Invesco Balanced 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. Invesco Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Balanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Invesco Balanced is unlikely to experience financial distress in the next 2 years
Latest headline from www.hendersonvillelightning.com: Henderson County News Kathy Morgan honored as Athena Award winner - Hendersonville Lightning
Invesco Balanced Risk generated five year return of -7.0%
This fund holds about 53.87% of its assets under management (AUM) in cash
Legal NameInvesco Balanced Risk
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Invesco Balanced's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year1.0
Startdate30th of November 2010
Invesco Balanced Risk [BRCCX] is traded in USA and was established 24th of October 2021. The fund is listed under Commodities Broad Basket category and is part of Invesco family. Invesco Balanced Risk currently has accumulated 1.25 B in assets under management (AUM) with minimum initial investment of 1 K. , while the total return for the last 3 years was -7.62%.
Check Invesco Balanced Probability Of Bankruptcy

Instrument Allocation

Top Invesco Balanced Risk Constituents

Invesco Balanced Target Price Odds Analysis

What are Invesco Balanced's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Invesco Balanced jumping above the current price in 90 days from now is about 7.83%. The Invesco Balanced Risk probability density function shows the probability of Invesco Balanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Balanced has a beta of 0.3691 suggesting as returns on the market go up, Invesco Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Balanced Risk will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Invesco Balanced Risk is significantly underperforming DOW.
 Odds Down 7.45HorizonTargetOdds Up 7.45 
91.93%90 days
 7.45 
7.83%
Based on a normal probability distribution, the odds of Invesco Balanced to move above the current price in 90 days from now is about 7.83 (This Invesco Balanced Risk probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .

Invesco Balanced Risk Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Balanced market risk premium is the additional return an investor will receive from holding Invesco Balanced 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 Balanced. 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 Balanced's alpha and beta are two of the key measurements used to evaluate Invesco Balanced's performance over the market, the standard measures of volatility play an important role as well.

Invesco Balanced Against Markets

Picking the right benchmark for Invesco Balanced 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 Balanced 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 Balanced is critical whether you are bullish or bearish towards Invesco Balanced Risk at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Invesco Balanced without increasing your portfolio risk or giving up 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.

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Continue to Trending Equities. Note that the Invesco Balanced Risk information on this page should be used as a complementary analysis to other Invesco Balanced'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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

Complementary Tools for Invesco Mutual Fund analysis

When running Invesco Balanced Risk price analysis, check to measure Invesco Balanced'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 Balanced is operating at the current time. Most of Invesco Balanced's value examination focuses on studying past and present price action to predict the probability of Invesco Balanced's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Invesco Balanced's price. Additionally, you may evaluate how the addition of Invesco Balanced to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Invesco Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Balanced value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Balanced'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.