Invesco Core Financials
| CPBFX Fund | USD 9.22 0.02 0.22% |
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 Core Fund Summary
Invesco Core competes with Federated Hermes, Aqr Diversified, Pfg American, Global Diversified, and Lord Abbett. The fund invests, under normal circumstances, at least 80 percent of its net assets in fixed income securities and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in investment grade fixed-income securities generally represented by the Bloomberg U.S. Aggregate Bond Index . The fund may invest up to 30 percent of its net assets in foreign debt securities.Specialization | Intermediate Core-Plus Bond, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00141A4388 |
| Business Address | AIM Counselor Series |
| Mutual Fund Family | Invesco |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 959 4246 |
| Currency | USD - US Dollar |
Invesco Core Key Financial Ratios
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Core's current stock value. Our valuation model uses many indicators to compare Invesco Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Core competition to find correlations between indicators driving Invesco Core's intrinsic value. More Info.Invesco E Plus 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 36.53 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 Core's earnings, one of the primary drivers of an investment's value.Invesco E Plus Systematic Risk
Invesco Core's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco Core 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 E Plus correlated with the market. If Beta is less than 0 Invesco Core generally moves in the opposite direction as compared to the market. If Invesco Core Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco E Plus is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco Core is generally in the same direction as the market. If Beta > 1 Invesco Core moves generally in the same direction as, but more than the movement of the benchmark.
Invesco Core March 19, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco Core help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco E Plus. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco E Plus 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 Core's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3137 | |||
| Information Ratio | 0.3343 | |||
| Maximum Drawdown | 1.22 | |||
| Value At Risk | (0.44) | |||
| Potential Upside | 0.4391 |
Other Information on Investing in Invesco Mutual Fund
Invesco Core 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 Core security.
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