Invesco 1 5 Year Etf Holdings Turnover
| PSB Etf | CAD 17.85 0.01 0.06% |
Invesco 1 5 Year fundamentals help investors to digest information that contributes to Invesco 1's financial success or failures. It also enables traders to predict the movement of Invesco Etf. The fundamental analysis module provides a way to measure Invesco 1'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 1 etf.
Invesco |
Invesco 1 5 Year ETF Holdings Turnover Analysis
Invesco 1's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Current Invesco 1 Holdings Turnover | 141.67 % |
Most of Invesco 1's fundamental indicators, such as Holdings Turnover, 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 1 5 Year is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
| Competition |
According to the company disclosure, Invesco 1 5 Year has a Holdings Turnover of 141%. This is much higher than that of the Invesco Canada Ltd. family and significantly higher than that of the Canadian Short Term Fixed Income category. The holdings turnover for all Canada etfs is notably lower than that of the firm.
Invesco Holdings Turnover Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco 1's direct or indirect competition against its Holdings Turnover to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Invesco 1 could also be used in its relative valuation, which is a method of valuing Invesco 1 by comparing valuation metrics of similar companies.Invesco 1 is currently under evaluation in holdings turnover as compared to similar ETFs.
Fund Asset Allocation for Invesco 1
The fund invests most of its asset under management in bonds or other fixed income securities. .Asset allocation divides Invesco 1's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Invesco Fundamentals
| Beta | 1.26 | |||
| Total Asset | 768.07 M | |||
| One Year Return | 8.50 % | |||
| Three Year Return | 3.10 % | |||
| Five Year Return | 2.80 % | |||
| Ten Year Return | 2.50 % | |||
| Net Asset | 768.07 M | |||
| Last Dividend Paid | 0.0437 | |||
| Holdings Turnover | 141.67 % | |||
| Bond Positions Weight | 99.77 % |
About Invesco 1 Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco 1 5 Year's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco 1 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco 1 5 Year based on its fundamental data. In general, a quantitative approach, as applied to this etf, 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.
Other Information on Investing in Invesco Etf
Invesco 1 financial ratios help investors to determine whether Invesco Etf 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 1 security.