Invesco Emerging Markets Fund Quote
| EMLDX Fund | USD 5.28 0.03 0.57% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Invesco Emerging is trading at 5.28 as of the 23rd of April 2024; that is 0.57% increase since the beginning of the trading day. The fund's open price was 5.25. Invesco Emerging has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Invesco Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 23rd of April 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in debt securities that are economically tied to emerging market countries and denominated in local currencies, and in derivatives and other instruments that have economic characteristics similar to such securities. More on Invesco Emerging Markets
Moving together with Invesco Mutual Fund
| 0.9 | OSICX | Oppenheimer Strategic | PairCorr |
| 0.64 | OSMAX | Oppenheimer International | PairCorr |
Moving against Invesco Mutual Fund
| 0.47 | BRCRX | Invesco Balanced Risk | PairCorr |
| 0.47 | BRCNX | Invesco Balanced Risk | PairCorr |
| 0.47 | BRCCX | Invesco Balanced Risk | PairCorr |
| 0.47 | BRCAX | Invesco Balanced Risk | PairCorr |
| 0.47 | BRCYX | Invesco Balanced Risk | 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 Emerging's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Emerging 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, Emerging-Markets Local-Currency Bond Funds, Emerging-Markets Local-Currency Bond, Invesco (View all Sectors) |
| Update Date | 31st of March 2024 |
Invesco Emerging Markets [EMLDX] is traded in USA and was established 23rd of April 2024. Invesco Emerging is listed under Invesco category by Fama And French industry classification. The fund is listed under Emerging-Markets Local-Currency Bond category and is part of Invesco family. This fund currently has accumulated 180.66 M in assets under management (AUM) with no minimum investment requirementsInvesco Emerging Markets is currently producing year-to-date (YTD) return of 13.98% with the current yeild of 0.0%, while the total return for the last 3 years was -2.22%.
Check Invesco Emerging 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 Emerging Markets 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 Emerging Markets Mutual Fund Constituents
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund |
Invesco Emerging Target Price Odds Analysis
Based on a normal probability distribution, the odds of Invesco Emerging jumping above the current price in 90 days from now is about 99.0%. The Invesco Emerging Markets probability density function shows the probability of Invesco Emerging mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Emerging has a beta of 0.311 suggesting as returns on the market go up, Invesco Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Emerging Markets will be expected to be much smaller as well. Additionally, invesco Emerging Markets has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Invesco Emerging to move above the current price in 90 days from now is about 99.0 (This Invesco Emerging Markets probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Invesco Emerging Markets Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Emerging market risk premium is the additional return an investor will receive from holding Invesco Emerging 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 Emerging. 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 Emerging's alpha and beta are two of the key measurements used to evaluate Invesco Emerging's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3342 | |||
| Standard Deviation | 0.4347 | |||
| Variance | 0.1889 | |||
| Risk Adjusted Performance | (0.08) |
Invesco Emerging Against Markets
Picking the right benchmark for Invesco Emerging 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 Emerging 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 Emerging is critical whether you are bullish or bearish towards Invesco Emerging Markets at a given time. Please also check how Invesco Emerging'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 Emerging 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?
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How to buy Invesco Mutual Fund?
Before investing in Invesco Emerging, 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 Emerging. To buy Invesco Emerging fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Emerging. 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 Emerging fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco Emerging Markets 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 Emerging Markets 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 Emerging Markets, 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 Emerging Markets?
The danger of trading Invesco Emerging Markets 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 Emerging 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 Emerging. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Emerging Markets 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Invesco Emerging Markets. 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 unemployment. Note that the Invesco Emerging Markets information on this page should be used as a complementary analysis to other Invesco Emerging'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 Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.