Invesco Senior Floating Fund Quote
| SFRRX Fund | USD 6.67 0.01 0.15% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Invesco Senior is trading at 6.67 as of the 16th of April 2024; that is -0.15 percent decrease since the beginning of the trading day. The fund's open price was 6.68. Invesco Senior has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Invesco Senior Floating are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
The fund invests mainly in floating rate loans that hold a senior position in the capital structure of U.S. and foreign corporations, partnerships or other business entities that, under normal circumstances, allow them to have priority of claim ahead of other obligations of a borrower in the event of liquidation. More on Invesco Senior Floating
Moving together with Invesco Mutual Fund
| 0.91 | OARDX | Oppenheimer Rising | PairCorr |
| 0.94 | AMHYX | Invesco High Yield | PairCorr |
| 0.94 | HYIFX | Invesco High Yield | PairCorr |
| 0.91 | HYINX | Invesco High Yield | 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 Senior's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Senior 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, Bank Loan Funds, Bank Loan, Invesco (View all Sectors) |
| Update Date | 31st of March 2024 |
Invesco Senior Floating [SFRRX] is traded in USA and was established 16th of April 2024. Invesco Senior is listed under Invesco category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Invesco family. This fund at this time has accumulated 4.78 B in assets with no minimum investment requirementsInvesco Senior Floating is currently producing year-to-date (YTD) return of 2.67% with the current yeild of 0.09%, while the total return for the last 3 years was 6.75%.
Check Invesco Senior 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 Senior Floating 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 Senior Floating Mutual Fund Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund |
| ARCH | Arch Resources | Stock | Energy |
| IHRT | iHeartMedia Class A | Stock | Communication Services |
Invesco Senior Target Price Odds Analysis
Based on a normal probability distribution, the odds of Invesco Senior jumping above the current price in 90 days from now is about 13.93%. The Invesco Senior Floating probability density function shows the probability of Invesco Senior mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Senior has a beta of 0.0892. This usually implies as returns on the market go up, Invesco Senior average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Senior Floating will be expected to be much smaller as well. Additionally, invesco Senior Floating has an alpha of 0.0223, implying that it can generate a 0.0223 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Invesco Senior to move above the current price in 90 days from now is about 13.93 (This Invesco Senior Floating probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Invesco Senior Floating Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Senior market risk premium is the additional return an investor will receive from holding Invesco Senior 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 Senior. 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 Senior's alpha and beta are two of the key measurements used to evaluate Invesco Senior's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.1065 | |||
| Standard Deviation | 0.1867 | |||
| Variance | 0.0349 | |||
| Downside Variance | 0.0256 |
Invesco Senior Against Markets
Picking the right benchmark for Invesco Senior 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 Senior 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 Senior is critical whether you are bullish or bearish towards Invesco Senior Floating at a given time. Please also check how Invesco Senior'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 Senior 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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Instant RatingsDetermine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |
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How to buy Invesco Mutual Fund?
Before investing in Invesco Senior, 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 Senior. To buy Invesco Senior fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Senior. 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 Senior fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco Senior Floating 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 Senior Floating 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 Senior Floating, 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 Senior Floating?
The danger of trading Invesco Senior Floating 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 Senior 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 Senior. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Senior Floating 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Senior Floating. 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 metropolitan statistical area. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.