Invesco Small Cap Fund Buy Hold or Sell Recommendation
| VSMIX Fund | USD 25.47 0.05 0.20% |
Assuming the 90 days horizon and your slightly conservative level of risk, our recommendation regarding Invesco Small Cap is 'Sell'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Invesco Small Cap given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Invesco Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Invesco Small 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, we conduct extensive research on individual funds such as Invesco and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Invesco Small Cap. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Invesco |
Execute Invesco Small 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 Small Cap. Macroaxis does not own or have any residual interests in Invesco Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Invesco Small's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Invesco Small Trading Alerts and Improvement Suggestions
| Invesco Small Cap generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Invesco Small Cap Value Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund keeps 97.76% of its net assets in stocks |
Invesco Small Returns Distribution Density
The distribution of Invesco Small's historical returns is an attempt to chart the uncertainty of Invesco Small's future price movements. The chart of the probability distribution of Invesco Small daily returns describes the distribution of returns around its average expected value. We use Invesco Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Invesco Small returns is essential to provide solid investment advice for Invesco Small.
| Mean Return | 0.01 | Value At Risk | -1.69 | Potential Upside | 2.07 | Standard Deviation | 1.52 |
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 Small 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 Small 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 Small 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 Small'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 Jones | -0.01 | |
β | Beta against Dow Jones | 0.38 | |
σ | Overall volatility | 1.50 | |
Ir | Information ratio | -0.02 |
Invesco Small Volatility Alert
Invesco Small Cap has relatively low volatility with skewness of -0.53 and kurtosis of 7.11. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Invesco Small'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 Small'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 financial instruments as prices fall.Invesco Small Fundamentals Vs Peers
Comparing Invesco Small'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 Small's direct or indirect competition across all of the common fundamentals between Invesco Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Invesco Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Invesco Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Invesco Small by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Invesco Small to competition |
| Fundamentals | Invesco Small | Peer Average |
| Price To Earning | 15.38 X | 6.53 X |
| Price To Book | 1.61 X | 0.74 X |
| Price To Sales | 0.65 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 29.67 % | 0.39 % |
| One Year Return | 32.96 % | 4.15 % |
| Three Year Return | 20.51 % | 3.60 % |
| Five Year Return | 20.85 % | 3.24 % |
| Ten Year Return | 6.76 % | 1.79 % |
| Net Asset | 2.23 B | 4.11 B |
| Minimum Initial Investment | 1 K | 976.16 K |
| Cash Position Weight | 2.24 % | 10.61 % |
| Equity Positions Weight | 97.76 % | 63.90 % |
Invesco Small 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.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 25.47 | |||
| Day Typical Price | 25.47 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.05) |
About Invesco Small Buy or Sell Advice
When is the right time to buy or sell Invesco Small Cap? 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.
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In addition to having Invesco Small 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?
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Other Information on Investing in Invesco Mutual Fund
Invesco Small 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 Small security.
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