Invesco Mutual Fund Quote

Invesco Small is trading at 20.14 as of the 18th of September 2021; that is No Change since the beginning of the trading day. The fund's open price was 20.139999. Equity ratings for Invesco Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of June 2021 and ending today, the 18th of September 2021. Click here to learn more.

Invesco Small Mutual Fund Profile

The fund invests, under normal circumstances, at least 80 percent of its net assets in securities of small capitalization companies, and in derivatives and other instruments that have economic characteristics similar to such securities. Invesco Small is traded on NASDAQ Exchange in the United States. more on Invesco Small
Invesco Small Cap is not yet fully synchronised with the market data
Invesco Small Cap generated five year return of -3.0%
This fund keeps 97.76% of its net assets in stocks
Legal NameInvesco Small Cap
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Invesco Small's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedOvervalued
Beta In Three Year1.78
Startdate25th of June 2010
Invesco Small Cap [VSRAX] is traded in USA and was established 18th of September 2021. The fund is listed under Small Value category and is part of Invesco family. Invesco Small Cap at this time has accumulated 1.7 B in net assets with minimum initial investment of 0. , while the total return for the last 3 years was -5.68%.
Check Invesco Small Probability Of Bankruptcy

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 Small , and the less return is expected.

Top Invesco Small Cap Constituents

Invesco Small Target Price Odds Analysis

What are Invesco Small's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Invesco Small jumping above the current price in 90 days from now is about 70.86%. The Invesco Small Cap probability density function shows the probability of Invesco Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Small Cap has a beta of -0.3718. This entails as returns on benchmark increase, returns on holding Invesco Small are expected to decrease at a much lower rate. During the bear market, however, Invesco Small Cap is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Invesco Small Cap is significantly underperforming DOW.
 Odds Down 20.14HorizonTargetOdds Up 20.14 
28.86%90 days
 20.14 
70.86%
Based on a normal probability distribution, the odds of Invesco Small to move above the current price in 90 days from now is about 70.86 (This Invesco Small Cap probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .

Invesco Small Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Small market risk premium is the additional return an investor will receive from holding Invesco Small 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 Small. 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 Small's alpha and beta are two of the key measurements used to evaluate Invesco Small's performance over the market, the standard measures of volatility play an important role as well.

Invesco Small Against Markets

Picking the right benchmark for Invesco Small 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 Small 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 Small is critical whether you are bullish or bearish towards Invesco Small Cap at a given time.

View Currently Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Invesco Small mutual fund to make a market-neutral strategy. Peer analysis of Invesco Small could also be used in its relative valuation, which is a method of valuing Invesco Small by comparing valuation metrics with similar companies.
Also, please take a look at World Market Map. Note that the Invesco Small Cap information on this page should be used as a complementary analysis to other Invesco Small'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 Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

Complementary Tools for Invesco Mutual Fund analysis

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