Invesco Diversified Financials
| LCEIX Fund | USD 18.45 0.14 0.76% |
Invesco |
Please note that past performance is not an indicator of the future performance of Invesco Diversified, 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 Diversified Fund Summary
Invesco Diversified competes with Invesco Municipal, Invesco Municipal, Invesco Municipal, Oppenheimer Rising, and Invesco High. The fund invests primarily in dividend-paying equity securities. It invests in securities that the portfolio managers believe are undervalued based on various valuation measures. The fund may invest up to 25 percent of its net assets in securities of foreign issuers.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0014131942 |
| Business Address | AIM Equity Funds |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
You should never invest in Invesco Diversified Dividend without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Invesco Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Invesco Diversified's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Invesco Diversified Key Financial Ratios
Generally speaking, Invesco Diversified's financial ratios allow both analysts and investors to convert raw data from Invesco Diversified's financial statements into concise, actionable information that can be used to evaluate the performance of Invesco Diversified over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Invesco Diversified reports annually and quarterly.Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Diversified's current stock value. Our valuation model uses many indicators to compare Invesco Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Diversified competition to find correlations between indicators driving Invesco Diversified's intrinsic value. More Info.Invesco Diversified Dividend is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Diversified Dividend is roughly 7.86 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Diversified by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Diversified'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 Diversified's earnings, one of the primary drivers of an investment's value.Invesco Diversified Systematic Risk
Invesco Diversified's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Diversified 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Invesco Diversified correlated with the market. If Beta is less than 0 Invesco Diversified generally moves in the opposite direction as compared to the market. If Invesco Diversified Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Diversified is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Diversified is generally in the same direction as the market. If Beta > 1 Invesco Diversified moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Diversified April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Diversified help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Diversified Dividend. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Diversified Dividend 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 Diversified's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6609 | |||
| Information Ratio | 0.0049 | |||
| Maximum Drawdown | 3.4 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 0.826 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Invesco Diversified Dividend. 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 gross domestic product. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.