Invesco Servative Allocation Fund Buy Hold or Sell Recommendation

CAAMX Fund  USD 10.57  0.06  0.57%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Invesco Servative Allocation is 'Strong Hold'. Macroaxis provides Invesco Servative buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CAAMX positions. The advice algorithm takes into account all of Invesco Servative's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Invesco Servative's buy or sell advice are summarized below:
Real Value
10.51
Hype Value
10.57
Market Value
10.57
Naive Value
10.56
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Invesco Servative Allocation given historical horizon and risk tolerance towards Invesco Servative. When Macroaxis issues a 'buy' or 'sell' recommendation for Invesco Servative Allocation, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Invesco Servative Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as INVESCO and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Invesco Servative Allocation. 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 population.

Execute Invesco Servative Buy or Sell Advice

The INVESCO recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Invesco Servative Allocation. Macroaxis does not own or have any residual interests in Invesco Servative Allocation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Servative's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Invesco ServativeBuy Invesco Servative
Strong Hold

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Invesco Servative Allocation has a Risk Adjusted Performance of 0.0762, Jensen Alpha of (0.03), Total Risk Alpha of (0.04), Sortino Ratio of (0.20) and Treynor Ratio of 0.0748
Our advice tool can cross-verify current analyst consensus on Invesco Servative and to analyze the fund potential to grow in the current economic cycle. Use Invesco Servative three year return and cash position weight to ensure your buy or sell decision on Invesco Servative is adequate.

Invesco Servative Trading Alerts and Improvement Suggestions

The fund generated three year return of 0.0%

Invesco Servative Returns Distribution Density

The distribution of Invesco Servative's historical returns is an attempt to chart the uncertainty of Invesco Servative's future price movements. The chart of the probability distribution of Invesco Servative daily returns describes the distribution of returns around its average expected value. We use Invesco Servative Allocation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Servative returns is essential to provide solid investment advice for Invesco Servative.
Mean Return
0.05
Value At Risk
-0.58
Potential Upside
0.58
Standard Deviation
0.36
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Invesco Servative historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Invesco Servative Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Invesco Servative or Invesco sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Invesco Servative's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a INVESCO fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.03
β
Beta against NYSE Composite0.58
σ
Overall volatility
0.37
Ir
Information ratio -0.22

Invesco Servative Volatility Alert

Invesco Servative Allocation exhibits very low volatility with skewness of -0.48 and kurtosis of 0.49. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Servative's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Servative's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Invesco Servative Fundamentals Vs Peers

Comparing Invesco Servative's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Invesco Servative's direct or indirect competition across all of the common fundamentals between Invesco Servative and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Servative or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Servative's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Servative by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Invesco Servative to competition
FundamentalsInvesco ServativePeer Average
Price To Earning17.53 X6.53 X
Price To Book1.82 X0.74 X
Price To Sales1.39 X0.61 X
Annual Yield0.02 %0.29 %
Year To Date Return2.44 %0.39 %
One Year Return9.98 %4.15 %
Three Year Return(0.07) %3.60 %
Five Year Return3.57 %3.24 %
Ten Year Return4.92 %1.79 %
Net Asset287.34 M4.11 B
Last Dividend Paid0.060.65
Cash Position Weight0.86 %10.61 %
Equity Positions Weight39.69 %63.90 %
Bond Positions Weight4.28 %11.24 %

Invesco Servative Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as INVESCO . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Invesco Servative Buy or Sell Advice

When is the right time to buy or sell Invesco Servative Allocation? Buying financial instruments such as INVESCO Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Invesco Servative in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Advertising Theme
Companies specializing in advertising, marketing and advertising services. The Advertising theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Advertising Theme or any other thematic opportunities.
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Check out Invesco Servative Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.

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Please note, there is a significant difference between Invesco Servative's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Servative is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Servative'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.