Invesco Mutual Fund Financials

CNSFX
 Fund
  

USD 22.35  0.27  1.22%   

Financial data analysis helps to validate if markets are presently mispricing Invesco Convertible. We were able to analyze and collect data for fourteen available reported financial drivers for Invesco Convertible, which can be compared to its competitors. Use Invesco Convertible Securities price to earning, three year return, as well as the relationship between the Three Year Return and equity positions weight to make sure your decision on pricing Invesco Convertible is adequate. Use Invesco Convertible to enhance the returns of your portfolios. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a large bullish trend. Check odds of Invesco Convertible to be traded at $24.59 in 90 days.
  
With this module, you can analyze Invesco financials for your investing period. You should be able to track the changes in Invesco Convertible individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past Invesco Convertible Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Invesco Convertible's financial statements are interrelated, with each one affecting the others. For example, an increase in Invesco Convertible's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 1
Invesco Convertible Securities has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Invesco Convertible mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Invesco Convertible's official financial statements usually reflect Invesco Convertible's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Invesco Convertible. For example, before you start analyzing numbers published by Invesco accountants, it's critical to develop an understanding of what Invesco Convertible's liquidity, profitability, and earnings quality are in the context of the Invesco space in which it operates.
Please note that past performance is not an indicator of the future performance of Invesco Convertible, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Invesco Convertible Company Summary

Invesco Convertible competes with Franklin Convertible. The fund invests, under normal circumstances, at least 80 percent of its net assets in convertible securities, and in derivatives and other instruments that have economic characteristics similar to such securities. Invesco Convertible is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressAIM Growth Series
Mutual Fund FamilyInvesco
Mutual Fund CategoryConvertibles
BenchmarkDOW
Phone800 959 4246
CurrencyUSD - US Dollar
You should never invest in Invesco Convertible without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Invesco Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Invesco Convertible's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Invesco Convertible Key Financial Ratios

Generally speaking, Invesco Convertible's financial ratios allow both analysts and investors to convert raw data from Invesco Convertible's financial statements into concise, actionable information that can be used to evaluate the performance of Invesco Convertible over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Invesco Convertible reports annually and quarterly.

Invesco Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Convertible's current stock value. Our valuation model uses many indicators to compare Invesco Convertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Convertible competition to find correlations between indicators driving Invesco Convertible's intrinsic value. More Info.
Invesco Convertible Securities is second largest fund in net asset among similar funds. It is second largest fund in equity positions weight among similar funds . The ratio of Net Asset to Equity Positions Weight for Invesco Convertible Securities is about  209,471,215 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Convertible by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Convertible'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 Convertible's earnings, one of the primary drivers of an investment's value.

Invesco Convertible Systematic Risk

Invesco Convertible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Convertible volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was sixty with a total number of output elements of one. The Beta measures systematic risk based on how returns on Invesco Convertible correlated with the market. If Beta is less than 0 Invesco Convertible generally moves in the opposite direction as compared to the market. If Invesco Convertible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Convertible is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Convertible is generally in the same direction as the market. If Beta > 1 Invesco Convertible moves generally in the same direction as, but more than the movement of the benchmark.
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About Invesco Convertible Financials

What exactly are Invesco Convertible Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Invesco Convertible's income statement, its balance sheet, and the statement of cash flows. Potential Invesco Convertible investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Invesco Convertible investors may use each financial statement separately, they are all related. The changes in Invesco Convertible's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Invesco Convertible's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Invesco Convertible is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Invesco has grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.

Invesco Convertible Thematic Clasifications

Invesco Convertible Securities is part of Convertibles investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in convertibles debt instruments. Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date
Convertibles Idea
ConvertiblesView
This theme covers Funds investing in convertibles debt instruments. Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. Get More Thematic Ideas
Invesco Convertible Securities is second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Convertibles category is currently estimated at about 5.84 Billion. Invesco Convertible retains roughly 982.42 Million in net asset claiming about 17% of funds in Convertibles category.

Invesco Convertible November 30, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Invesco Convertible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Convertible Securities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Convertible Securities based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Convertible's daily price indicators and compare them against related drivers.
Information Ratio(0.13)
Maximum Drawdown3.65
Value At Risk(1.16)
Potential Upside1.25
Continue to Trending Equities. Note that the Invesco Convertible information on this page should be used as a complementary analysis to other Invesco Convertible'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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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Please note, there is a significant difference between Invesco Convertible's value and its price as these two are different measures arrived at by different means. Investors typically determine Invesco Convertible value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Convertible'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.