Invesco Fundamentals

ASMMX -  USA Fund  

USD 33.48  0.20  0.60%

Invesco Summit fundamentals help investors to digest information that contributes to Invesco Summit's financial success or failures. It also enables traders to predict the movement of Invesco Mutual Fund. This fundamental analysis module provides a way for investors to measures Invesco Summit's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invesco Summit mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Invesco Fundamentals 

 
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Invesco Three Year Return Analysis

Invesco Summit's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
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Current Invesco Summit Three Year Return

    
  16.34 %  
Most of Invesco Summit's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invesco Summit is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Invesco Summit Three Year Return Component Assessment

Based on the latest financial disclosure, Invesco Summit has a Three Year Return of 16.34%. This is much higher than that of the Invesco family and significantly higher than that of the Large Growth category. The three year return for all United States funds is notably lower than that of the firm.

Invesco Summit Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Summit's current stock value. Our valuation model uses many indicators to compare Invesco Summit value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Summit competition to find correlations between indicators driving Invesco Summit's intrinsic value. More Info.
Invesco Summit is fifth largest fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about  1.46  of Price to Book per Price to Earning.

Invesco Minimum Initial Investment Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Summit's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Invesco Summit could also be used in its relative valuation, which is a method of valuing Invesco Summit by comparing valuation metrics of similar companies.
Invesco Summit is currently under evaluation in minimum initial investment among similar funds.

Fund Asset Allocation for Invesco Summit

The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .
 Value 
      Instrument Type 

Invesco Fundamentals

About Invesco Summit Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Invesco Summit's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Summit using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Summit based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of issuers of all market capitalizations that are considered by the funds portfolio managers to have potential for earnings or revenue growth. The principal type of equity securities in which it invests is common stock. The fund does not invest in companies whose primary business involves alcohol, tobacco or gambling. It may invest up to 25 percent of its net assets in foreign securities, including up to 10 percent of its net assets in emerging markets countries, i.e., those that are generally in the early stages of their industrial cycles. The fund is non-diversified.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Invesco Summit without increasing your portfolio risk or giving up 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.

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Pair Trading with Invesco Summit

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Summit position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Summit will appreciate offsetting losses from the drop in the long position's value.

Invesco Summit Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Invesco Summit and Growth Fund. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Please continue to Invesco Summit Piotroski F Score and Invesco Summit Altman Z Score analysis. Note that the Invesco Summit information on this page should be used as a complementary analysis to other Invesco Summit'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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

Complementary Tools for Invesco Mutual Fund analysis

When running Invesco Summit price analysis, check to measure Invesco Summit's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Summit is operating at the current time. Most of Invesco Summit's value examination focuses on studying past and present price action to predict the probability of Invesco Summit's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Invesco Summit's price. Additionally, you may evaluate how the addition of Invesco Summit to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Invesco Summit's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Summit value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Summit'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.