Invesco Mutual Fund Buy Hold or Sell Recommendation

VSQYX -  USA Fund  

USD 17.03  0.39  2.34%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Invesco Global Responsibility is 'Buy'. Macroaxis provides Invesco Global buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VSQYX positions. The advice algorithm takes into account all of Invesco Global's available fundamental, technical, and predictive indicators you will find on this site.

Invesco Advice 

 
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The advice is provided from Invesco Global's buy-and-hold perspective. Also, please take a look at Invesco Global 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. We conduct extensive research on individual funds such as Invesco and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Invesco Global Responsibility.

Execute Invesco Global 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 Global Responsibility. Macroaxis does not own or have any residual interests in Invesco Global Responsibility or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Global's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Invesco GlobalBuy Invesco Global
Buy

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

LowDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Invesco Global Responsibility has a Risk Adjusted Performance of 0.0719, Jensen Alpha of 0.0538, Total Risk Alpha of 0.0524, Sortino Ratio of 0.0547 and Treynor Ratio of 0.0741
Our advice tool can cross-verify current analyst consensus on Invesco Global and to analyze the fund potential to grow in the current economic cycle. Please utilize Invesco Global Responsibility number of employees, three year return, as well as the relationship between the Three Year Return and last dividend paid to make buy, hold, or sell decision on Invesco Global.

Invesco Global Trading Alerts and Improvement Suggestions

The fund keeps 96.95% of its net assets in stocks

Invesco Global Returns Distribution Density

The distribution of Invesco Global's historical returns is an attempt to chart the future uncertainty of Invesco Global's future price movements. The chart of the probability distribution of Invesco Global stock daily returns describes the distribution of returns around its average expected value. We use Invesco Global Responsibility price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Global returns is essential to provide solid investment advice for Invesco Global stock.
Mean Return0.07Value At Risk-1.66
Potential Upside1.14Standard Deviation0.86
 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 Global 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 Global 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 Global 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 Global stock's price will be affected by overall stock 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 stock'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 DOW
0.05
β
Beta against DOW0.82
σ
Overall volatility
0.87
Ir
Information ratio 0.06

Invesco Global Volatility Alert

Invesco Global Responsibility has low volatility with Treynor Ratio of 0.07, Maximum Drawdown of 3.88 and kurtosis of 1.08. However, we advice all investors to further analyze Invesco Global Responsibility to make certain all market information is desiminated and is consistent with the current expectations about Invesco Global upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Global's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Global'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 stocks as prices fall.

Invesco Global Implied Volatility

Invesco Global's implied volatility exposes the market's sentiment of Invesco Global Responsibility stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Invesco Global's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Invesco Global stock will not fluctuate a lot when Invesco Global's options are near their expiration.

Invesco Global Fundamentals Vs Peers

Comparing Invesco Global'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 Global's direct or indirect competition across all of the common fundamentals between Invesco Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Global by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Invesco Global to competition
FundamentalsInvesco GlobalPeer Average
One Year Return1.89 %4.15 %
Three Year Return0.74 %3.60 %
Net Asset11.7 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.20.65
Cash Position Weight3.05 %10.61 %
Equity Positions Weight96.95 %63.90 %

About Invesco Global Buy or Sell Advice

When is the right time to buy or sell Invesco Global Responsibility? 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 stock 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. Although Invesco Global investors may find it confusing at the beginning, 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 Global 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.

Did You Try This Idea?

Run Large Value Thematic Idea Now

Large Value
Large Value Theme
Funds or Etfs that invest in the undervalued stocks of large-sized companies. Large Value theme has 40 constituents.
View All  Next Launch Large Value
Also, please take a look at Invesco Global 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. Note that the Invesco Global Respo information on this page should be used as a complementary analysis to other Invesco Global'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 Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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