INVESCO Mutual Fund Buy Hold or Sell Recommendation

ALAAX
 Fund
  

USD 10.35  0.01  0.1%   

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding INVESCO INCOME ALLOCATION is 'Strong Buy'. Macroaxis provides INVESCO INCOME buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ALAAX positions. The advice algorithm takes into account all of INVESCO INCOME's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from INVESCO INCOME's buy-and-hold perspective. Please continue to INVESCO INCOME Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as INVESCO and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards INVESCO INCOME ALLOCATION.

Execute INVESCO INCOME Buy or Sell Advice

The INVESCO recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on INVESCO INCOME ALLOCATION. Macroaxis does not own or have any residual interests in INVESCO INCOME ALLOCATION or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute INVESCO INCOME's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell INVESCO INCOMEBuy INVESCO INCOME
Strong Buy

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon INVESCO INCOME ALLOCATION has a Risk Adjusted Performance of 0.0247, Jensen Alpha of (0.037745), Total Risk Alpha of (0.041854), Sortino Ratio of (0.12) and Treynor Ratio of 0.016
Our advice tool can cross-verify current analyst consensus on INVESCO INCOME and to analyze the fund potential to grow next year. Use INVESCO INCOME five year return and equity positions weight to ensure your buy or sell decision on INVESCO INCOME ALLOCATION is adequate.

INVESCO INCOME Trading Alerts and Improvement Suggestions

INVESCO INCOME is unlikely to experience financial distress in the next 2 years
On 17th of November 2022 INVESCO INCOME paid $ 0.0295 per share dividend to its current shareholders
The fund holds about 8.84% of its assets under management (AUM) in cash

INVESCO INCOME Returns Distribution Density

The distribution of INVESCO INCOME's historical returns is an attempt to chart the uncertainty of INVESCO INCOME's future price movements. The chart of the probability distribution of INVESCO INCOME stock daily returns describes the distribution of returns around its average expected value. We use INVESCO INCOME ALLOCATION price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of INVESCO INCOME returns is essential to provide solid investment advice for INVESCO INCOME.
Mean Return0.0175Value At Risk-1.03
Potential Upside1.25Standard Deviation0.75
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of INVESCO INCOME historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

INVESCO INCOME Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to INVESCO INCOME or Invesco sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that INVESCO INCOME's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a INVESCO fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.04
β
Beta against NYSE Composite0.47
σ
Overall volatility
0.76
Ir
Information ratio -0.12

INVESCO INCOME Volatility Alert

INVESCO INCOME ALLOCATION exhibits relatively low volatility with skewness of 0.67 and kurtosis of 1.42. However, we advice investors to further investigate INVESCO INCOME ALLOCATION to ensure all market statistics is disseminated and is consistent with investors' estimations about INVESCO INCOME upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure INVESCO INCOME's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact INVESCO INCOME's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

INVESCO INCOME Fundamentals Vs Peers

Comparing INVESCO INCOME's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze INVESCO INCOME's direct or indirect competition across all of the common fundamentals between INVESCO INCOME and the related equities. This way, we can detect undervalued stocks with similar characteristics as INVESCO INCOME or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of INVESCO INCOME's fundamental indicators could also be used in its relative valuation, which is a method of valuing INVESCO INCOME by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare INVESCO INCOME to competition
FundamentalsINVESCO INCOMEPeer Average
Price to Earning17.28 X6.53 X
Price to Book1.67 X0.74 X
Price to Sales1.74 X0.61 X
One Year Return(1.10) %4.15 %
Three Year Return1.55 %3.60 %
Five Year Return2.99 %3.24 %
Ten Year Return5.59 %1.79 %
Net Asset543.4 M4.11 B
Last Dividend Paid0.030.65
Cash Position Weight8.84 %10.61 %
Equity Positions Weight34.06 %63.90 %
Bond Positions Weight4.29 %11.24 %

About INVESCO INCOME Buy or Sell Advice

When is the right time to buy or sell INVESCO INCOME ALLOCATION? Buying financial instruments such as INVESCO Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having INVESCO INCOME in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Large Value Thematic Idea Now

Large Value
Large Value Theme
Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Large Value Theme or any other thematic opportunities.
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Please continue to INVESCO INCOME Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the INVESCO INCOME ALLOCATION information on this page should be used as a complementary analysis to other INVESCO INCOME'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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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