Invesco Comstock Select Fund Fundamentals

IOVVX Fund  USD 35.13  0.43  1.24%   
Invesco Comstock Select fundamentals help investors to digest information that contributes to Invesco Comstock's financial success or failures. It also enables traders to predict the movement of Invesco Mutual Fund. The fundamental analysis module provides a way to measure Invesco Comstock's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invesco Comstock mutual fund.
  
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 One Year Return Analysis

Invesco Comstock's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Invesco Comstock One Year Return

    
  23.23 %  
Most of Invesco Comstock's fundamental indicators, such as One 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 Comstock Select is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Invesco Comstock One Year Return Component Assessment

Based on the recorded statements, Invesco Comstock Select has an One Year Return of 23.2293%. This is much higher than that of the Invesco family and significantly higher than that of the Large Value category. The one year return for all United States funds is notably lower than that of the firm.

Invesco Comstock Select Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Comstock's current stock value. Our valuation model uses many indicators to compare Invesco Comstock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Comstock competition to find correlations between indicators driving Invesco Comstock's intrinsic value. More Info.
Invesco Comstock Select is currently considered the top fund in net asset among similar funds. It is currently considered the top fund in annual yield among similar funds . The ratio of Net Asset to Annual Yield for Invesco Comstock Select is about  45,495,626,369 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Comstock by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Comstock'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 Comstock's earnings, one of the primary drivers of an investment's value.

Invesco Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Comstock's direct or indirect competition against its Five Year Return 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 Comstock could also be used in its relative valuation, which is a method of valuing Invesco Comstock by comparing valuation metrics of similar companies.
Invesco Comstock is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Invesco Comstock

The fund consists of 94.46% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Invesco Comstock's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Invesco Fundamentals

About Invesco Comstock Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Invesco Comstock Select's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Comstock using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Comstock Select 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 fund invests, under normal circumstances, at least 80 percent of its net assets in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest up to 25 percent of its net assets in securities of foreign issuers, which may include securities of issuers located in emerging markets countries and depositary receipts. The fund is non-diversified.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Invesco Comstock in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Invesco Comstock's short interest history, or implied volatility extrapolated from Invesco Comstock options trading.

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Check out Invesco Comstock Piotroski F Score and Invesco Comstock Altman Z Score analysis.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Complementary Tools for Invesco Mutual Fund analysis

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