Invesco Limited Financials
| ATFYX Fund | USD 10.92 0.01 0.09% |
Invesco |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Invesco Limited Fund Summary
Invesco Limited competes with Opnhmr Rchstr, Oppenheimer Rochester, Oppenheimer Rochester, Oppenheimer Discovery, and Oppenheimer Global. The fund invests, under normal circumstances, at least 80 percent of its net assets in municipal debt securities that pay interest that is excluded from gross income for federal income tax purposes, and do not produce income that will be considered to be an item of preference for purposes of the alternative minimum tax. At least 80 percent of its net assets will normally be invested in investment grade municipal debt securities. The advisor will attempt to maintain a dollar-weighted average effective portfolio maturity of five years or less.Specialization | Muni National Short, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0014198370 |
| Business Address | AIM Tax-Exempt Funds |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Muni National Short |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Invesco Limited Key Financial Ratios
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Limited's current stock value. Our valuation model uses many indicators to compare Invesco Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Limited competition to find correlations between indicators driving Invesco Limited's intrinsic value. More Info.Invesco Limited Term is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 5,528 of Year To Date Return per Annual Yield. 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 Limited's earnings, one of the primary drivers of an investment's value.Invesco Limited Term Systematic Risk
Invesco Limited's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Limited volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Invesco Limited Term correlated with the market. If Beta is less than 0 Invesco Limited generally moves in the opposite direction as compared to the market. If Invesco Limited Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco Limited Term is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Limited is generally in the same direction as the market. If Beta > 1 Invesco Limited moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Limited December 20, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Limited help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco Limited Term. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco Limited Term based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco Limited's daily price indicators and compare them against related drivers.
| Information Ratio | (0.32) | |||
| Maximum Drawdown | 0.8194 | |||
| Value At Risk | (0.27) | |||
| Potential Upside | 0.1832 |
Other Information on Investing in Invesco Mutual Fund
Invesco Limited 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 Limited security.
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