Invesco Income Allocation Fund Fundamentals
| ILAAX Fund | USD 10.78 0.06 0.56% |
Invesco Income Allocation fundamentals help investors to digest information that contributes to Invesco Income's financial success or failures. It also enables traders to predict the movement of Invesco Mutual Fund. The fundamental analysis module provides a way to measure Invesco Income'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 Income mutual fund.
Invesco |
Invesco Income Allocation Mutual Fund Price To Sales Analysis
Invesco Income's Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Current Invesco Income Price To Sales | 1.68 X |
Most of Invesco Income's fundamental indicators, such as Price To Sales, 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 Income Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
| Competition |
Based on the latest financial disclosure, Invesco Income Allocation has a Price To Sales of 1.68 times. This is much higher than that of the Invesco family and significantly higher than that of the Allocation--30% to 50% Equity category. The price to sales for all United States funds is notably lower than that of the firm.
Invesco Income Allocation Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco Income's current stock value. Our valuation model uses many indicators to compare Invesco Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco Income competition to find correlations between indicators driving Invesco Income's intrinsic value. More Info.Invesco Income Allocation is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco Income Allocation is roughly 10.59 . 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 Income's earnings, one of the primary drivers of an investment's value.Invesco Price To Sales Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Income's direct or indirect competition against its Price To Sales to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Invesco Income could also be used in its relative valuation, which is a method of valuing Invesco Income by comparing valuation metrics of similar companies.Invesco Income is currently under evaluation in price to sales among similar funds.
Fund Asset Allocation for Invesco Income
The fund invests 27.46% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (45.03%) , cash (13.67%) and various exotic instruments.Asset allocation divides Invesco Income'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
| Price To Earning | 16.73 X | |||
| Price To Book | 1.58 X | |||
| Price To Sales | 1.68 X | |||
| Total Asset | 558.55 M | |||
| Annual Yield | 0.05 % | |||
| Year To Date Return | 7.93 % | |||
| One Year Return | 13.47 % | |||
| Three Year Return | 1.29 % | |||
| Five Year Return | 2.87 % | |||
| Ten Year Return | 5.85 % | |||
| Net Asset | 542.17 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 13.67 % | |||
| Equity Positions Weight | 27.46 % | |||
| Bond Positions Weight | 45.03 % |
About Invesco Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco Income Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Income Allocation based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, 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.The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by the adviser and ETFs and other pooled investment vehicles. It invests its assets in a selection of underlying funds which invest primarily in international or domestic equities, fixed-income securities or real estate investment trusts. The funds target allocation is to invest 60-70 percent of its total assets in underlying funds that invest primarily in fixed-income securities and 30-40 percent of its total assets in underlying funds that invest primarily in equity securities, including REITs.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Invesco Mutual Fund
Invesco Income 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 Income security.
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