Invesco Mutual Fund Analysis

ASMYX -  USA Fund  

USD 33.85  0.04  0.12%

The current indifference towards the small price fluctuations of Invesco Summit could raise concerns from investors as the entity it trading at a share price of 33.85 on slow start in volume. The fund administrators and managers did not add any value to Invesco Summit investors in August. However, most investors can still diversify their portfolios with Invesco Summit to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.88. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
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The Invesco Summit mutual fund analysis report makes it easy to digest most publicly released information about Invesco Summit and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Invesco Mutual Fund analysis module also helps to analyze the Invesco Summit price relationship with some important fundamental indicators such as market cap and management efficiency.

Invesco Mutual Fund Analysis Notes

The fund generated five year return of 14.0%. Invesco Summit holds all of assets under management (AUM) in equities. The fund invests primarily in equity securities of issuers of all market capitalizations. It does not invest in companies whose primary business involves alcohol, tobacco or gambling. The fund invests primarily in securities that are considered by the fund's portfolio managers to have potential for earnings or revenue growth. It may invest up to 25% of its net assets in foreign securities. For more info on Invesco Summit please contact the company at 800-959-4246.

Invesco Summit Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Invesco Summit's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Summit or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Invesco Summit is unlikely to experience financial distress in the next 2 years
The fund holds all of its assets under management (AUM) in equities

Invesco Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 3.56 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Invesco Summit's market, we take the total number of its shares issued and multiply it by Invesco Summit's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Management Efficiency

Invesco Summit management efficiency ratios could be used to measure how well invesco summit manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
TTWO
Take-Two Interacti(0.20) (2.10) 
AVGO
Broadcom 0.07 (1.94) 
GOOG
Alphabet Cl C 0.12 (1.97) 
V
Visa Inc(0.0495) (1.59) 
UNH
Unitedhealth Group 0.0024 (1.78) 
QCOM
Qualcomm(0.0318) (1.79) 
PYPL
Paypal Holdings(0.06) (2.58) 
MSFT
Microsoft Corp 0.17 (0.99) 
MA
Mastercard(0.11) (2.37) 
LOW
Lowes Companies 0.07 (1.80) 
ILMN
Illumina(0.07) (3.41) 
AAPL
Apple Inc 0.11 (2.14) 
FB
Facebook 0.0114 (2.24) 
CRM
Salesforce 0.06 (1.55) 
BABA
Alibaba Group Holding(0.19) (4.91) 
ATVI
Activision Blizzard(0.21) (3.54) 
AMZN
Amazon Inc(0.0389) (1.98) 
AMAT
Applied Materials 0.0163 (3.12) 
EA
Electronic Arts(0.14) (2.56) 

Institutional Mutual Fund Holders for Invesco Summit

Technical Drivers

As of the 28th of September, Invesco Summit retains the Downside Deviation of 0.8543, market risk adjusted performance of 0.1047, and Risk Adjusted Performance of 0.04. Invesco Summit technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the entity's future prices. Simply put, you can use this information to find out if the entity will indeed mirror its model of historical price patterns, or the prices will eventually revert. We have analyzed and interpolated nineteen technical drivers for Invesco Summit, which can be compared to its competitors. Please check out Invesco Summit treynor ratio, as well as the relationship between the potential upside and expected short fall to decide if Invesco Summit is priced fairly, providing market reflects its last-minute price of 33.85 per share.

Invesco Summit Price Movement Analysis

The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. The Mid-point over period is an average of Invesco Summit highest and lowest values attained during the given period. View also all equity analysis or get more info about midpoint over period overlap studies indicator.

Invesco Summit Technical and Predictive Indicators

Invesco Summit Forecast Models

Invesco Summit time-series forecasting models is one of many Invesco Summit's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Invesco Summit's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Invesco Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Invesco Summit stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Invesco shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Invesco Summit. By using and applying Invesco Mutual Fund analysis, traders can create a robust methodology for identifying Invesco entry and exit points for their positions.
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. Invesco Summit is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Invesco Summit to your portfolios without increasing risk or reducing expected return.

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Please continue to Trending Equities. 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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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.