Invesco Mutual Fund Quote

PKKNX
 Fund
  

USD 11.09  0.02  0.18%   

Market Performance
7 of 100
Odds Of Distress
Less than 1
Invesco Peak is trading at 11.09 as of the 17th of August 2022; that is 0.18 percent up since the beginning of the trading day. The fund's open price was 11.07. Invesco Peak has a very small chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Invesco Peak Retirement are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of August 2020 and ending today, the 17th of August 2022. Click here to learn more.
The fund is designed for investors expecting to retire andor begin withdrawing funds around the target retirement date. Invesco Peak is traded on NASDAQ Exchange in the United States. More on Invesco Peak Retirement

Moving together with Invesco Peak

0.9FXAIXFidelity 500 Index Low VolatilityPairCorr
0.98SWPPXSchwab SP 500 Low VolatilityPairCorr
0.9VFIAXVanguard 500 Index Low VolatilityPairCorr

Invesco Peak Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Invesco Peak's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Peak or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Invesco Peak is unlikely to experience financial distress in the next 2 years
The fund maintains about 12.97% of its assets in cash
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 Peak's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year0.98
Startdate30th of April 2020
Invesco Peak Retirement [PKKNX] is traded in USA and was established 17th of August 2022. The fund is listed under Target-Date 2035 category and is part of Invesco family. Invesco Peak Retirement at this time has accumulated 21.46 M in assets with minimum initial investment of 1 K. , while the total return for the last year was 3.33%.
Check Invesco Peak Probability Of Bankruptcy

Instrument Allocation

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 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Peak Retirement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Invesco Peak Retirement Constituents

Invesco Peak Target Price Odds Analysis

What are Invesco Peak's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Invesco Peak jumping above the current price in 90 days from now is roughly 2.92%. The Invesco Peak Retirement probability density function shows the probability of Invesco Peak mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Peak has a beta of 0.0573 indicating as returns on the market go up, Invesco Peak average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Peak Retirement will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0755, implying that it can generate a 0.0755 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 11.09HorizonTargetOdds Above 11.09
97.01%90 days
 11.09 
2.92%
Based on a normal probability distribution, the odds of Invesco Peak to move above the current price in 90 days from now is roughly 2.92 (This Invesco Peak Retirement probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .

Invesco Peak Retirement Risk Profiles

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

Invesco Peak Against Markets

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

Be your own money manager

Our tools can tell you how much better you can do entering a position in Invesco Peak 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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Technical Analysis

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Invested in Invesco Peak Retirement?

You need to understand the risk of investing before taking a position in Invesco Peak. The danger of trading Invesco Peak Retirement is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco Peak is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco Peak. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Peak Retirement is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Your Equity Center. Note that the Invesco Peak Retirement information on this page should be used as a complementary analysis to other Invesco Peak'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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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