Invesco Mutual Fund Analysis


USD 16.58  0.10  0.60%   

The small slide in market price for the last few months may encourage investors to take a closer look at the entity as it is trading at a share price of 16.58 on very low momentum in trading volume. The fund money managers did not add much value to Invesco Oppenheimer Main investors in September. However, diversifying your holdings with Invesco Oppenheimer Main or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 1.42. The below-average Fund volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The Invesco Oppenheimer mutual fund analysis report makes it easy to digest most publicly released information about Invesco Oppenheimer and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Invesco Mutual Fund analysis module also helps to analyze the Invesco Oppenheimer price relationship with some important fundamental indicators such as market cap and management efficiency.

Invesco Mutual Fund Analysis Notes

The fund maintains 97.64% of assets in stocks. Invesco Oppenheimer Main last dividend was 0.01 per share. The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of "smallcap" companies. The fund manager considers smallcap companies to be those having a market capitalization in the range of the Russell 2000® Index. It may also invest in other types of securities that are consistent with its investment objective. To find out more about Invesco Oppenheimer Main contact the company at 800-959-4246.

Invesco Oppenheimer Main Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more funds at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Invesco Oppenheimer's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Oppenheimer Main or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Invesco Oppenheimer generated a negative expected return over the last 90 days
Invesco Oppenheimer is unlikely to experience financial distress in the next 2 years
The fund maintains 97.64% of its assets in stocks

Management Efficiency

Invesco Oppenheimer management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

At Risk
NUVANuvasive(0.0292) (3.78) 
MTDRMatador Resources 0.0483 (5.89) 
KBRKBR Inc(0.0227) (2.85) 
WSFSWSFS Financial Corp 0.20 (2.22) 
BDNBrandywine Realty Trust(0.19) (3.93) 
GPIGroup 1 Automotive(0.06) (6.15) 
MKSIMks Instruments(0.06) (5.82) 
KFYKornFerry International(0.08) (3.19) 
PLCEChildrens Place(0.0346) (6.34) 
QDELQuidelortho Corp(0.14) (4.24) 
FCPTFour Corners Property(0.0199) (2.63) 
ANAutonation(0.0199) (5.14) 
PBHPrestige Brand Holdings(0.06) (2.56) 
SJISouth Jersey Industries 0.16 (0.87) 
NSANational Storage Affiliates(0.08) (2.97) 
BJBjs Wholesale Club 0.20 (2.13) 
REGIRenewable Energy Group 0.62 (0.29) 
ATKRAtkore Inc 0.0148 (3.62) 
BKUBankUnited 0.0344 (2.85) 
SMTCSemtech Corp(0.17) (6.14) 

Institutional Mutual Fund Holders for Invesco Oppenheimer

Have you ever been surprised when a price of an equity instrument such as Invesco Oppenheimer is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Invesco Oppenheimer Main backward and forwards among themselves. Invesco Oppenheimer's institutional investor refers to the entity that pools money to purchase Invesco Oppenheimer's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
At Risk
CACMXInvesco Conservative Allocation 0.0413 (1.17) 
PKTAXInvesco Peak Retirement 0.06 (1.12) 
PXMSXInvesco Select Risk 0.0328 (1.25) 
AADAXInvesco Growth Allocation 0.0184 (1.55) 
CMASXInvesco Conservative Allocation 0.0404 (1.16) 
AADYXInvesco Growth Allocation 0.0194 (1.47) 
PKTBXInvesco Peak Retirement 0.06 (1.14) 
PKKPXInvesco Peak Retirement 0.0459 (1.36) 
PKRWXInvesco Peak Retirement 0.0317 (1.80) 
PKKCXInvesco Peak Retirement 0.0353 (1.64) 
PKKVXInvesco Peak Retirement 0.05 (1.22) 
OAAYXInvesco Oppenheimer Portfolio 0.0185 (1.50) 
PKKKXInvesco Peak Retirement 0.0392 (1.60) 
PKRVXInvesco Peak Retirement 0.0292 (1.74) 
PKKAXInvesco Peak Retirement 0.0345 (1.71) 
PKRJXInvesco Peak Retirement 0.0267 (1.81) 
PKKBXInvesco Peak Retirement 0.0316 (1.68) 
PKKIXInvesco Peak Retirement 0.0412 (1.55) 
PKKJXInvesco Peak Retirement 0.0397 (1.62) 
OYMIXInvesco Oppenheimer Portfolio 0.0338 (1.25) 
Note, although Invesco Oppenheimer's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Technical Drivers

As of the 3rd of October, Invesco Oppenheimer retains the market risk adjusted performance of (0.039498), and Risk Adjusted Performance of (0.03493). Concerning fundamental indicators, the technical analysis model lets you check existing technical drivers of Invesco Oppenheimer Main, as well as the relationship between them. Simply put, you can use this information to find out if the entity will indeed mirror its model of historical price patterns, or the prices will eventually revert. We were able to collect and analyze data for nineteen technical drivers for Invesco Oppenheimer Main, which can be compared to its competitors. Please check out Invesco Oppenheimer Main jensen alpha and semi variance to decide if Invesco Oppenheimer is priced fairly, providing market reflects its last-minute price of 16.58 per share.

Invesco Oppenheimer Main Price Movement Analysis

The output start index for this execution was thirty-two with a total number of output elements of twenty-nine. The MESA Adaptive Moving Average indicator adapts to Invesco Oppenheimer Main price movement based on the rate change of phase as measured by the Hilbert Transform Discriminator.

Invesco Oppenheimer Technical and Predictive Indicators

Invesco Oppenheimer Forecast Models

Invesco Oppenheimer time-series forecasting models is one of many Invesco Oppenheimer's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Invesco Oppenheimer's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Invesco Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Invesco Oppenheimer prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Invesco shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Fund such as Invesco Oppenheimer. By using and applying Invesco Mutual Fund analysis, traders can create a robust methodology for identifying Invesco entry and exit points for their positions.
The fund normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in securities of small-cap companies. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Invesco Oppenheimer to your portfolios without increasing risk or reducing expected return.

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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.