Invesco Mutual Fund Buy Hold or Sell Recommendation

PKRAX
 Fund
  

USD 10.38  0.08  0.76%   

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

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Invesco PeakBuy Invesco Peak
Strong Hold

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 Peak Retirement has a Risk Adjusted Performance of (0.08), Jensen Alpha of 0.0223, Total Risk Alpha of 0.0273 and Treynor Ratio of (0.1)
Our advice tool can cross-verify current analyst consensus on Invesco Peak and to analyze the fund potential to grow in the current economic cycle. Please utilize Invesco Peak Retirement total asset and equity positions weight to make buy, hold, or sell decision on Invesco Peak.

Invesco Peak Trading Alerts and Improvement Suggestions

Invesco Peak generated a negative expected return over the last 90 days
The fund maintains about 6.85% of its assets in cash

Invesco Peak Returns Distribution Density

The distribution of Invesco Peak's historical returns is an attempt to chart the uncertainty of Invesco Peak's future price movements. The chart of the probability distribution of Invesco Peak stock daily returns describes the distribution of returns around its average expected value. We use Invesco Peak Retirement price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Peak returns is essential to provide solid investment advice for Invesco Peak.
Mean Return-0.08Value At Risk-1.78
Potential Upside1.72Standard Deviation1.09
   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 Peak 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 Peak 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 Peak 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 Peak'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 DOW
0.022343
β
Beta against DOW0.92
σ
Overall volatility
1.10
Ir
Information ratio 0.0298

Invesco Peak Volatility Alert

Invesco Peak Retirement exhibits very low volatility with skewness of -0.14 and kurtosis of 0.56. However, we advise investors to further study Invesco Peak Retirement technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Peak'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 Peak'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 Peak Fundamentals Vs Peers

Comparing Invesco Peak'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 Peak's direct or indirect competition across all of the common fundamentals between Invesco Peak and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Peak or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Peak's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Peak by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Invesco Peak to competition
FundamentalsInvesco PeakPeer Average
One Year Return2.20 %4.15 %
Net Asset4.87 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.120.65
Cash Position Weight6.85 %10.61 %
Equity Positions Weight87.86 %63.90 %
Bond Positions Weight5.05 %11.24 %

Invesco Peak Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Invesco . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Invesco Peak Buy or Sell Advice

When is the right time to buy or sell Invesco Peak Retirement? 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 Peak 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.

Did You Try This Idea?

Run Gold and Gold Mining Thematic Idea Now

Gold and Gold Mining
Gold and Gold Mining Theme
Large and mid-size companies, ETFs and funds that are either investing, exploring or producing, gold or indirectly involved in trading or making gold products. The Gold and Gold Mining theme has 99 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 Gold and Gold Mining Theme or any other thematic opportunities.
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Please check Invesco Peak 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 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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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.