Invesco Fundamentals

VSQAX -  USA Fund  

USD 15.48  0.51  3.19%

Invesco Global Responsibility fundamentals help investors to digest information that contributes to Invesco Global'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 Global'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 Global 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 Global'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% 
More About Three Year Return | All Equity Analysis

Current Invesco Global Three Year Return

    
  0.48 %  
Most of Invesco Global'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 Global Responsibility 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.
Compare to competition

Invesco Global Three Year Return Component Assessment

Based on the latest financial disclosure, Invesco Global Responsibility has a Three Year Return of 0.48%. This is much higher than that of the Invesco family and significantly higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.

Invesco Global Respo Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Global's current stock value. Our valuation model uses many indicators to compare Invesco Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Global competition to find correlations between indicators driving Invesco Global's intrinsic value. More Info.
Invesco Global Responsibility is rated fourth in net asset among similar funds. It is presently regarded as number one fund in equity positions weight among similar funds . The ratio of Net Asset to Equity Positions Weight for Invesco Global Responsibility is about  120,681 

Invesco Three Year Return Peer Comparison

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

Fund Asset Allocation for Invesco Global

The fund consists of 96.95% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Invesco Fundamentals

About Invesco Global Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Invesco Global Responsibility's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Global Responsibility 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, under normal circumstances, at least 80 percent of its net assets in equity securities represented in the MSCI World SRI Index and in derivatives and other instruments that have economic characteristics similar to such securities. The index is a free float-adjusted market capitalization weighted index that is designed to represent the performance of companies that have high Environmental, Social and Governance ratings relative to their sector peers, as determined by MSCI, the index provider of the index.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Invesco Global 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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Fundamental Analysis

View fundamental data based on most recent published financial statements
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity..
Also, please take a look at Invesco Global Piotroski F Score and Invesco Global Altman Z Score analysis. 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 Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

Complementary Tools for Invesco Mutual Fund analysis

When running Invesco Global Respo price analysis, check to measure Invesco Global'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 Global is operating at the current time. Most of Invesco Global's value examination focuses on studying past and present price action to predict the probability of Invesco Global's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Invesco Global's price. Additionally, you may evaluate how the addition of Invesco Global to your portfolios can decrease your overall portfolio volatility.
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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.