Invesco Disciplined Competition

Mutual Funds . USA . 
Fund . Invesco Disciplined Equity
AWEIX Fund  USD 33.92  0.09  0.26%   
Invesco Disciplined competes with Morningstar Unconstrained, Thrivent High, Via Renewables, Bayview Acquisition, and T Rowe; as well as few others. The fund is listed under Large Blend category and is part of CIBC Private Wealth Management family. Analyzing Invesco Disciplined 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 Disciplined to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco Disciplined 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 Disciplined competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
33.2533.9234.59
Details
Intrinsic
Valuation
LowRealHigh
32.9233.5934.26
Details
Naive
Forecast
LowNextHigh
33.2733.9434.61
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
32.5433.5034.45
Details

Invesco Disciplined Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco Disciplined 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 Disciplined does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.86
MSTSX
BAYAU
+ 0.82
MSTSX
OSHDF
+ 0.82
VIASP
SITKF
+ 0.81
BAYAU
SITKF
+ 0.77
MSTSX
RRTLX
+ 0.74
LBHIX
  
High negative correlations   
SITKF
- 0.43
COKE
COKE
- 0.38
BAYAU
COKE
- 0.31
BAYAR
COKE
- 0.29
LBHIX
COKE
- 0.27
VIASP
COKE
- 0.16
MSTSX

Risk-Adjusted Indicators

There is a big difference between Invesco Mutual Fund performing well and Invesco Disciplined 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 Disciplined'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.49 (0.03)(0.12) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.12  0.01 (0.39) 0.51  0.00 
(0.28)
 0.24 
(0.24)
 0.96 
VIASP  0.75  0.08 (0.03)(1.87) 1.12 
(0.82)
 2.28 
(1.20)
 7.18 
BAYAU  0.15  0.04 (0.16)(0.35) 0.00 
(1.26)
 0.10 
(0.19)
 4.63 
RRTLX  0.23 (0.03)(0.31) 0.03  0.26 
(0.26)
 0.48 
(0.56)
 1.36 
BAYAR  6.39  0.81  0.05  0.73  7.69 
(16.03)
 20.00 
(17.39)
 84.91 
OSHDF  39.65  20.19  0.00 (32.36) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
COKE  1.27 (0.12) 0.00 (0.02) 0.00 
 0.00 
 3.15 
(2.42)
 10.22 
SITKF  5.58  1.06  0.14  7.99  5.07 
(8.17)
 14.29 
(9.09)
 32.64 
All Fundamental Data

Invesco Disciplined Competitive Analysis

The better you understand Invesco Disciplined competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco Disciplined'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 Disciplined'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
AWEIX AQUI MSTSX LBHIX VIASP BAYAU RRTLX BAYAR OSHDF COKE
 0.26 
 33.92 
Invesco
 0.00 
 0.01 
Aquagold
 0.25 
 11.90 
Morningstar
 0.24 
 4.26 
Thrivent
 0.77 
 22.22 
Via
 0.00 
 10.80 
Bayview
 0.24 
 12.63 
RRTLX
 5.56 
 0.17 
Bayview
 0.00 
 0.01 
Oshidori
 2.42 
 1,312 
Coca
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Out of control
Very steady
Market Performance
(90 Days Performance)
Good
Very Weak
Modest
OK
OK
Modest
Insignificant
Very Weak
OK
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Average
Low
Low
Average
Low
Low
Low
Above Average
Very Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Sell
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Sell
Strong Hold
Strong Sell
Strong Sell
Strong Sell
Hold
Not Rated
Strong Sell
Strong Hold
Current Ratio
N/A
N/A
N/A
N/A
3.49
N/A
N/A
N/A
N/A
1.4
Net Asset
1.52 B
3.19 K
116.1 M
674.44 M
355.28 M
N/A
1.46 B
N/A
6.31 B
4.29 B
EBITDA
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
N/A
N/A
(3.49 B)
898.62 M
Operating Margin
N/A
N/A
N/A
N/A
-0.14
N/A
N/A
N/A
1.04
0.13
Five Year Return
13.05
N/A
8.6
3.46
8.97
N/A
0.0406
N/A
N/A
0.38
One Year Return
27.69
N/A
19.87
11.94
N/A
N/A
0.067
N/A
N/A
N/A
Beta
N/A
7.05
N/A
N/A
1.16
N/A
N/A
N/A
0.67
0.84
Number Of Employees
1
7
1
1
169
N/A
1
N/A
31
15 K
Three Year Return
6.35
N/A
7.0
3.06
N/A
N/A
0.0491
N/A
N/A
N/A
Cash Flow From Operations
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
N/A
N/A
499.26 M
810.69 M
Total Debt
N/A
N/A
N/A
N/A
135 M
N/A
N/A
N/A
N/A
735.14 M
Bond Positions Weight
N/A
N/A
22.72
92.23
N/A
N/A
14.43
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
-5.5
N/A
N/A
-0.11
N/A
N/A
N/A
-0.46
0.12
Current Liabilities
N/A
794 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
326.55 M
Debt To Equity
N/A
N/A
N/A
N/A
0.69
N/A
N/A
N/A
N/A
0.74
Short Ratio
N/A
N/A
N/A
N/A
0.7
N/A
N/A
N/A
N/A
2.41
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
0.84
52.01
Market Capitalization
N/A
96.58 K
50.36 M
N/A
N/A
N/A
N/A
N/A
233.49 M
10.85 B
Price To Earning
18.7
-0.22
N/A
35.48
26.83
N/A
18.25
N/A
N/A
13.64
Price To Sales
1.68
N/A
N/A
1.23
N/A
N/A
1.57
N/A
N/A
1.69
Net Income
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
N/A
N/A
(3.15 B)
408.38 M
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
30.28
32.83
Year To Date Return
21.87
N/A
13.69
7.32
N/A
N/A
-0.0211
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
393.49 M
N/A
N/A
N/A
(3.1 B)
6.65 B
Working Capital
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
613.79 M
Profit Margin
N/A
N/A
N/A
N/A
0.0094
N/A
N/A
N/A
N/A
0.0781
Price To Book
2.49
N/A
N/A
1.58
N/A
N/A
2.13
N/A
0.005
8.95
Current Valuation
N/A
912.76 K
N/A
N/A
535.95 M
83.29 M
N/A
N/A
103.84 M
11.95 B
Retained Earnings
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.35 B
Current Asset
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
434.92 M
Cash Position Weight
1.12
N/A
14.28
6.56
N/A
N/A
7.22
N/A
N/A
N/A
Equity Positions Weight
98.88
N/A
61.63
0.07
N/A
N/A
38.52
N/A
N/A
N/A
Shares Outstanding
N/A
965.83 K
N/A
N/A
N/A
N/A
N/A
N/A
6.11 B
7.76 M
Annual Yield
0.0073
N/A
0.021
0.0617
0.0972
N/A
0.0211
N/A
N/A
0.0082
Return On Equity
N/A
N/A
N/A
N/A
0.017
N/A
N/A
N/A
-0.5
0.38
Z Score
N/A
N/A
N/A
N/A
1.0
N/A
N/A
N/A
N/A
N/A
Book Value Per Share
N/A
-1.18
N/A
N/A
3.66
-1.0
N/A
-1.0
0.89
146.68
Number Of Shares Shorted
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
100
N/A
76.03 K
Minimum Initial Investment
250 K
N/A
N/A
2 K
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
3.19 K
215.11 M
347.66 M
355.28 M
N/A
1.03 B
N/A
6.31 B
4.29 B
Last Dividend Paid
N/A
N/A
N/A
0.02
0.73
N/A
0.14
N/A
N/A
2.0
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
144.0
Earnings Per Share
N/A
-0.63
N/A
N/A
1.17
N/A
N/A
N/A
N/A
57.63
Ten Year Return
13.6
N/A
N/A
6.0
N/A
N/A
5.76
N/A
N/A
N/A
Cash And Equivalents
N/A
1.15 K
N/A
N/A
51.31 M
N/A
N/A
N/A
N/A
163.24 M
Cash Per Share
N/A
N/A
N/A
N/A
3.23
N/A
N/A
N/A
N/A
17.42
Gross Profit
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
N/A
N/A
(4.09 B)
2.28 B
Day Typical Price
33.92
0.006
11.9
4.26
22.21
10.8
12.63
0.17
0.01
1323.58
Accumulation Distribution
N/A
N/A
N/A
N/A
0.017
N/A
N/A
0.0556
N/A
0.0357
Market Facilitation Index
N/A
N/A
N/A
N/A
0.38
N/A
N/A
0.01
N/A
48.32
Daily Balance Of Power
(9,223,372,036,855)
0.0
9.2 T
9.2 T
0.4474
0.0
(9,223,372,036,855)
(1.00)
0.0
(0.67)
Period Momentum Indicator
(0.09)
N/A
0.03
0.01
0.17
N/A
(0.03)
(0.01)
N/A
(32.56)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.01
1.0
1.0
0.94
1.0
0.98
Day Median Price
33.92
0.006
11.9
4.26
22.2
10.8
12.63
0.18
0.01
1329.17
Price Action Indicator
(0.04)
N/A
0.015
0.005
0.1
N/A
(0.01)
(0.01)
N/A
(33.05)
Coefficient Of Variation
880.23
N/A
1345.37
601.89
1323.69
1206.99
1727.87
1255.96
812.4
(23,876)
Mean Deviation
0.4965
N/A
0.4933
0.116
0.7517
0.1477
0.2326
6.39
39.65
1.27
Jensen Alpha
(0.02)
N/A
(0.03)
0.0146
0.0828
0.0413
(0.03)
0.8142
20.19
(0.12)
Total Risk Alpha
(0.04)
N/A
(0.06)
(0.01)
(0.1)
(0.04)
(0.04)
(0.88)
(4.50)
(0.28)
Sortino Ratio
(0.05)
N/A
(0.12)
(0.39)
(0.03)
(0.16)
(0.31)
0.0486
N/A
N/A
Downside Variance
0.6975
N/A
0.4195
0.0617
1.66
0.2873
0.1202
306.3
N/A
N/A
Standard Deviation
0.7078
N/A
0.6354
0.1738
1.16
0.4947
0.2995
12.26
163.54
1.72
Kurtosis
2.07
N/A
(0.04)
3.08
5.27
48.32
(0.04)
7.62
66.0
2.46
Potential Upside
1.03
N/A
1.21
0.2375
2.28
0.0951
0.4792
20.0
N/A
3.15
Treynor Ratio
0.0929
N/A
0.0604
0.5074
(1.87)
(0.35)
0.0252
0.7349
(32.36)
(0.02)
Maximum Drawdown
3.88
N/A
2.8
0.9552
7.18
4.63
1.36
84.91
1328.57
10.22
Variance
0.5009
N/A
0.4037
0.0302
1.36
0.2448
0.0897
150.22
26743.97
2.96
Market Risk Adjusted Performance
0.1029
N/A
0.0704
0.5174
(1.86)
(0.34)
0.0352
0.7449
(32.35)
(0.01)
Risk Adjusted Performance
0.0862
N/A
0.0549
0.0932
0.0613
0.058
0.0288
0.0704
0.1043
0.0023
Skewness
(0.41)
N/A
0.0729
1.04
(0.88)
6.37
(0.07)
1.6
8.12
(0.54)
Semi Deviation
0.6725
N/A
0.5159
0.0
1.12
0.0
0.2567
7.69
N/A
N/A
Information Ratio
(0.06)
N/A
(0.12)
(0.56)
(0.03)
(0.17)
(0.36)
0.0694
0.1223
(0.08)
Value At Risk
(1.42)
N/A
(1.02)
(0.24)
(1.20)
(0.19)
(0.56)
(17.39)
N/A
(2.42)
Expected Short fall
(0.50)
N/A
(0.61)
(0.28)
(0.82)
(1.26)
(0.26)
(16.03)
N/A
N/A
Downside Deviation
0.8352
N/A
0.6477
0.2483
1.29
0.536
0.3467
17.5
N/A
N/A
Semi Variance
0.4522
N/A
0.2661
(0.02)
1.26
(0.02)
0.0659
59.06
N/A
N/A

Invesco Disciplined Competition Performance Charts

Five steps to successful analysis of Invesco Disciplined Competition

Invesco Disciplined'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 Disciplined in relation to its competition. Invesco Disciplined's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Invesco Disciplined 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 Disciplined's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco Disciplined, 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 Disciplined position

In addition to having Invesco Disciplined 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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Run Beers Thematic Idea Now

Beers
Beers Theme
Companies involved in production and distribution of domestic and international beer. The Beers theme has 46 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 Beers Theme or any other thematic opportunities.
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Other Information on Investing in Invesco Mutual Fund

Invesco Disciplined 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 Disciplined security.
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