Invesco Amt Bond Positions Weight vs. One Year Return

IORAX Fund  USD 6.83  0.00  0.00%   
Based on Invesco Amt's profitability indicators, Invesco Amt Free Municipal may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Invesco Amt's ability to earn profits and add value for shareholders.
For Invesco Amt profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Amt to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Amt Free Municipal utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Amt's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Amt Free Municipal over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between Invesco Amt's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Amt is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Amt'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.

Invesco Amt Free One Year Return vs. Bond Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Amt's current stock value. Our valuation model uses many indicators to compare Invesco Amt value to that of its competitors to determine the firm's financial worth.
JavaScript chart by amCharts 3.21.15HYIFXHYINXOSICXAMHYXIORAX 02468 -50510
Invesco Amt Free Municipal is currently considered the top fund in bond positions weight among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about  0.36  of One Year Return per Bond Positions Weight. The ratio of Bond Positions Weight to One Year Return for Invesco Amt Free Municipal is roughly  2.77 . 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 Amt's earnings, one of the primary drivers of an investment's value.

Invesco One Year Return vs. Bond Positions Weight

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Invesco Amt

Bond Percentage

 = 

% of Bonds

in the fund

 = 
4.44 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Invesco Amt

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
1.61 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

Invesco One Year Return Comparison

1.618.797.64-4.57-5.28100%
Invesco Amt is currently under evaluation in one year return among similar funds.

Invesco Amt Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Amt, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Amt will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Amt's change in net profit over the period of time. It can combine multiple indicators of Invesco Amt, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal market conditions, and as a fundamental policy, the fund invests at least 80 percent of its net assets in securities the income from which, in the opinion of counsel to the issuer of each security, is exempt from regular federal individual and, as applicable, the funds state income tax. It will not invest in municipal securities the interest on which would be subject to the federal alternative minimum tax .

Invesco Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Invesco Amt. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Invesco Amt position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Invesco Amt's important profitability drivers and their relationship over time.

Use Invesco Amt in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Amt position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Amt will appreciate offsetting losses from the drop in the long position's value.

Invesco Amt Pair Trading

Invesco Amt Free Municipal Pair Trading Analysis

The ability to find closely correlated positions to Invesco Amt could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco Amt when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco Amt - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco Amt Free Municipal to buy it.
The correlation of Invesco Amt is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco Amt moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Amt Free moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco Amt can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Invesco Amt position

In addition to having Invesco Amt 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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Obamacare Repeal
Obamacare Repeal Theme
Healthcare and drug manufacturing companies that will most likely be affected by the final stages of Obamacare repeal. The Obamacare Repeal theme has 56 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 Obamacare Repeal Theme or any other thematic opportunities.
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Other Information on Investing in Invesco Mutual Fund

To fully project Invesco Amt's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Amt Free at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Invesco Amt's income statement, its balance sheet, and the statement of cash flows.
Potential Invesco Amt investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Invesco Amt investors may work on each financial statement separately, they are all related. The changes in Invesco Amt's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Invesco Amt's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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