Invesco Fundamentals

PKRAX
 Fund
  

USD 10.38  0.08  0.76%   

Invesco Peak Retirement fundamentals help investors to digest information that contributes to Invesco Peak's financial success or failures. It also enables traders to predict the movement of Invesco Mutual Fund. The fundamental analysis module provides a way to measure Invesco Peak's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Invesco Peak mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Invesco Bond Positions Weight Analysis

Invesco Peak's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
More About Bond Positions Weight | All Equity Analysis

Current Invesco Peak Bond Positions Weight

    
  5.05 %  
Most of Invesco Peak's fundamental indicators, such as Bond Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Invesco Peak Retirement is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Compare to competition
In accordance with the recently published financial statements, Invesco Peak Retirement has a Bond Positions Weight of 5.05%. This is 94.92% lower than that of the Invesco family and significantly higher than that of the Family category. The bond positions weight for all United States funds is notably lower than that of the firm.

Invesco Peak Retirement Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Peak's current stock value. Our valuation model uses many indicators to compare Invesco Peak value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Peak competition to find correlations between indicators driving Invesco Peak's intrinsic value. More Info.
Invesco Peak Retirement is rated top fund in minimum initial investment among similar funds. It is rated top fund in cash position weight among similar funds creating about  0.01  of Cash Position Weight per Minimum Initial Investment. The ratio of Minimum Initial Investment to Cash Position Weight for Invesco Peak Retirement is roughly  145.99 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Invesco Peak by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Invesco Peak'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 Peak's earnings, one of the primary drivers of an investment's value.

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Fund Asset Allocation for Invesco Peak

The fund consists of 87.86% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
   Value   
       Instrument Type  

Invesco Fundamentals

About Invesco Peak Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Invesco Peak Retirement's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Peak using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Peak Retirement based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks total return over time, consistent with its strategic target allocation. Invesco Peak is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Invesco Peak in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Invesco Peak's short interest history, or implied volatility extrapolated from Invesco Peak options trading.

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Please check Invesco Peak Piotroski F Score and Invesco Peak Altman Z Score analysis. 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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Invesco Mutual Fund analysis

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.