Invesco Mutual Fund Buy Hold or Sell Recommendation

OAAYX -  USA Fund  

USD 12.97  0.27  2.13%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Invesco Oppenheimer Portfolio is 'Strong Hold'. Macroaxis provides Invesco Oppenheimer buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OAAYX positions. The advice algorithm takes into account all of Invesco Oppenheimer's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Invesco Oppenheimer's buy-and-hold perspective. Please check Invesco Oppenheimer 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 Oppenheimer Portfolio.

Execute Invesco Oppenheimer 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 Oppenheimer Portfolio. Macroaxis does not own or have any residual interests in Invesco Oppenheimer Portfolio or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Oppenheimer's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Invesco OppenheimerBuy Invesco Oppenheimer
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Invesco Oppenheimer Portfolio has a Risk Adjusted Performance of 0.0601, Jensen Alpha of 0.0012, Total Risk Alpha of (0.003902), Sortino Ratio of (0.013774) and Treynor Ratio of 0.0564
Our advice tool can cross-verify current analyst consensus on Invesco Oppenheimer and to analyze the fund potential to grow in the current economic cycle. Use Invesco Oppenheimer price to book, five year return, as well as the relationship between the Five Year Return and equity positions weight to ensure your buy or sell decision on Invesco Oppenheimer is adequate.

Invesco Oppenheimer Trading Alerts and Improvement Suggestions

Invesco Oppenheimer is unlikely to experience financial distress in the next 2 years
The fund maintains about 10.85% of its assets in cash

Invesco Oppenheimer Returns Distribution Density

The distribution of Invesco Oppenheimer's historical returns is an attempt to chart the future uncertainty of Invesco Oppenheimer's future price movements. The chart of the probability distribution of Invesco Oppenheimer stock daily returns describes the distribution of returns around its average expected value. We use Invesco Oppenheimer Portfolio price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Oppenheimer returns is essential to provide solid investment advice for Invesco Oppenheimer stock.
Mean Return0.05Value At Risk-1.5
Potential Upside1.44Standard Deviation0.89
 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 Oppenheimer 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 Oppenheimer 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 Oppenheimer 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 Oppenheimer stock's price will be affected by overall stock 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 stock'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 DOW
0.001203
β
Beta against DOW0.74
σ
Overall volatility
0.86
Ir
Information ratio -0.01

Invesco Oppenheimer Volatility Alert

Invesco Oppenheimer Portfolio has low volatility with Treynor Ratio of 0.06, Maximum Drawdown of 7.76 and kurtosis of 1.93. However, we advice all investors to further analyze Invesco Oppenheimer Portfolio to make certain all market information is desiminated and is consistent with the current expectations about Invesco Oppenheimer upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Oppenheimer's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Invesco Oppenheimer'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 Oppenheimer Implied Volatility

Invesco Oppenheimer's implied volatility exposes the market's sentiment of Invesco Oppenheimer Portfolio stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Invesco Oppenheimer's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Invesco Oppenheimer stock will not fluctuate a lot when Invesco Oppenheimer's options are near their expiration.

Invesco Oppenheimer Fundamentals Vs Peers

Comparing Invesco Oppenheimer'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 Oppenheimer's direct or indirect competition across all of the common fundamentals between Invesco Oppenheimer and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Oppenheimer or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Oppenheimer's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Oppenheimer by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Invesco Oppenheimer to competition
FundamentalsInvesco OppenheimerPeer Average
Price to Earning19.60 X6.53 X
Price to Book2.34 X0.74 X
Price to Sales1.64 X0.61 X
One Year Return2.32 %4.15 %
Three Year Return3.32 %3.60 %
Five Year Return3.82 %3.24 %
Ten Year Return7.29 %1.79 %
Net Asset2.42 B4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.170.65
Cash Position Weight10.85 %10.61 %
Equity Positions Weight71.09 %63.90 %
Bond Positions Weight15.62 %11.24 %

About Invesco Oppenheimer Buy or Sell Advice

When is the right time to buy or sell Invesco Oppenheimer Portfolio? 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 stock 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. Although Invesco Oppenheimer investors may find it confusing at the beginning, 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 Oppenheimer 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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Electronic Equipment
Electronic Equipment Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Electronic Equipment theme has 61 constituents.
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 Electronic Equipment Theme or any other thematic opportunities.
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Please check Invesco Oppenheimer 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 Oppenheimer information on this page should be used as a complementary analysis to other Invesco Oppenheimer'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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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