Invesco Balanced Competition

ABRIX Fund

USD 9.32 0.05 0.53%

Invesco Balanced Risk competes with Fidelity Managed, Qs Moderate, Dimensional Retirement, Sa Worldwide, and Strategic Allocation; as well as few others. The fund is listed under Tactical Allocation category and is part of Invesco family. Analyzing Invesco Balanced competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Invesco Balanced to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco Balanced Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Invesco Balanced competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
8.80	9.32	9.84

Details

Intrinsic

Valuation

Low	Real	High
8.82	9.34	9.86

Details

Invesco Balanced Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Balanced and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco Balanced Risk does not affect the price movement of the other competitor.

	FHRVX	QCEQRX	LLMRX	TDIFX	SAWMX	TWSMX
FHRVX		0.05	0.24	0.93	0.42	0.42	FHRVX
QCEQRX	0.05		0.97	0.28	0.84	0.91	QCEQRX
LLMRX	0.24	0.97		0.45	0.9	0.96	LLMRX
TDIFX	0.93	0.28	0.45		0.61	0.62	TDIFX
SAWMX	0.42	0.84	0.9	0.61		0.92	SAWMX
TWSMX	0.42	0.91	0.96	0.62	0.92		TWSMX
	FHRVX	QCEQRX	LLMRX	TDIFX	SAWMX	TWSMX

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Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco Balanced Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco Balanced's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FHRVX	0.25	(0.02)	(0.31)	(0.02)	0.28	(0.28)	0.56	(0.49)	1.54
QCEQRX	0.50	0.05	0.06	0.16	0.43	(0.56)	0.98	(0.93)	4.11
LLMRX	0.39	0.02	(0.05)	0.12	0.29	(0.49)	0.86	(0.69)	2.65
TDIFX	0.16	(0.03)	(0.35)	(0.06)	0.23	(0.19)	0.35	(0.26)	0.95
SAWMX	0.30	(0.01)	(0.17)	0.08	0.21	(0.41)	0.67	(0.49)	1.80
TWSMX	0.34	0.00	(0.10)	0.10	0.30	(0.41)	0.74	(0.59)	1.95

Unable to evaluate fundamental data of [FHRVX, QCEQRX, LLMRX, TDIFX, SAWMX, TWSMX] at this time. Please try again later

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Invesco Balanced Competitive Analysis

The better you understand Invesco Balanced competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Balanced's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco Balanced's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	ABRIX	FHRVX	QCEQRX	LLMRX	TDIFX	SAWMX	TWSMX
	0.53 9.32 Invesco	0.27 54.64 Fidelity	0.05 520.67 College	0.62 17.63 LLMRX	0.86 11.53 Dimensional	0.24 12.35 SAWMX	0.29 6.83 Strategic
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Good	OK	Very Weak	Modest	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	About Average	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Hold	Strong Buy	Strong Hold	Cautious Hold	Hold	Hold
Net Asset	4.24 B	5.63 M	N/A	490.16 M	15.72 M	36.98 M	741.86 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	5 K	N/A
Price To Book	2.67 X	N/A	N/A	2.07 X	N/A	N/A	2.26 X
Five Year Return	3.49 %	4.39 %	N/A	7.81 %	N/A	7.40 %	7.56 %
One Year Return	11.75 %	9.66 %	N/A	19.60 %	0.06 %	14.58 %	15.31 %
Last Dividend Paid	0.17	0.02	N/A	N/A	0.1	0.2	0.02
Price To Earning	19.08 X	N/A	N/A	16.59 X	N/A	N/A	17.10 X
Price To Sales	1.87 X	N/A	N/A	1.24 X	N/A	N/A	1.43 X
Cash Position Weight	(65.31) %	5.00 %	N/A	4.77 %	23.84 %	1.86 %	8.28 %
Equity Positions Weight	40.15 %	35.85 %	N/A	73.89 %	19.90 %	74.37 %	57.27 %
Three Year Return	(0.49) %	1.05 %	N/A	5.89 %	0.04 %	5.75 %	3.51 %
Annual Yield	0.02 %	0.03 %	N/A	0.01 %	0.03 %	0.02 %	0.02 %
Year To Date Return	7.64 %	7.84 %	N/A	17.49 %	(0) %	12.27 %	13.21 %
Bond Positions Weight	75.77 %	7.08 %	N/A	3.72 %	56.18 %	23.54 %	7.97 %
Ten Year Return	5.56 %	7.51 %	N/A	6.97 %	N/A	N/A	7.61 %
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	9.32	54.64	520.67	17.63	11.53	12.35	6.83
Period Momentum Indicator	(0.05)	(0.15)	(0.27)	(0.11)	(0.10)	(0.03)	(0.02)
Rate Of Daily Change	0.99	1.0	1.0	0.99	0.99	1.0	1.0
Day Median Price	9.32	54.64	520.67	17.63	11.53	12.35	6.83
Price Action Indicator	(0.03)	(0.07)	(0.14)	(0.06)	(0.05)	(0.01)	(0.01)
Coefficient Of Variation	8375.31	5508.24	501.75	671.6	90207.66	915.21	793.02
Mean Deviation	0.4073	0.2471	0.4991	0.3868	0.1647	0.2996	0.338
Jensen Alpha	(0.02)	(0.02)	0.054	0.0172	(0.03)	(0.01)	0.0032
Total Risk Alpha	(0.07)	(0.04)	0.0414	0.0024	(0.04)	(0.02)	(0.01)
Sortino Ratio	(0.18)	(0.31)	0.0582	(0.05)	(0.35)	(0.17)	(0.10)
Downside Variance	0.2679	0.0955	0.3927	0.2343	0.0809	0.116	0.2215
Standard Deviation	0.521	0.3182	0.6851	0.5054	0.2249	0.3822	0.4185
Kurtosis	0.2348	0.0809	3.35	0.893	2.41	0.3391	(0.23)
Potential Upside	0.8377	0.5552	0.9765	0.8611	0.3469	0.6656	0.7407
Treynor Ratio	(0.02)	(0.02)	0.1572	0.1224	(0.06)	0.0764	0.0973
Maximum Drawdown	2.62	1.54	4.11	2.65	0.9492	1.8	1.95
Variance	0.2715	0.1012	0.4694	0.2554	0.0506	0.1461	0.1752
Market Risk Adjusted Performance	(0.01)	(0.01)	0.1672	0.1324	(0.05)	0.0864	0.1073
Risk Adjusted Performance	0.0047	4.0E-4	0.1439	0.1036	(0.02)	0.0703	0.0841
Skewness	0.1517	0.2368	0.5452	0.3255	(0.67)	0.5094	(0.15)
Semi Deviation	0.4805	0.2805	0.4345	0.2925	0.2267	0.2064	0.2983
Information Ratio	(0.18)	(0.30)	0.0532	(0.05)	(0.44)	(0.15)	(0.11)
Value At Risk	(0.76)	(0.49)	(0.93)	(0.69)	(0.26)	(0.49)	(0.59)
Expected Short fall	(0.45)	(0.28)	(0.56)	(0.49)	(0.19)	(0.41)	(0.41)
Downside Deviation	0.5176	0.3091	0.6266	0.484	0.2844	0.3406	0.4706
Semi Variance	0.2309	0.0787	0.1888	0.0855	0.0514	0.0426	0.089

Invesco Balanced Competition Performance Charts

Five steps to successful analysis of Invesco Balanced Competition

Invesco Balanced's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco Balanced Risk in relation to its competition. Invesco Balanced's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Invesco Balanced in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco Balanced's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Balanced Risk, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Invesco Balanced position

In addition to having Invesco Balanced 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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Companies making data storages or providing data storage services. The Data Storage theme has 42 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 Data Storage Theme or any other thematic opportunities.

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Other Information on Investing in Invesco Mutual Fund

Invesco Balanced financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Balanced security.

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