Invesco Oppenheimer Equity Positions Weight vs. Five Year Return

INGFX Fund  USD 32.19  0.13  0.40%   
Considering Invesco Oppenheimer's profitability and operating efficiency indicators, Invesco Oppenheimer International 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 Oppenheimer's ability to earn profits and add value for shareholders.
For Invesco Oppenheimer profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Invesco Oppenheimer to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Invesco Oppenheimer International utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Invesco Oppenheimer's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Invesco Oppenheimer International 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 Oppenheimer's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Oppenheimer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Oppenheimer'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 Oppenheimer Five Year Return vs. Equity Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Invesco Oppenheimer's current stock value. Our valuation model uses many indicators to compare Invesco Oppenheimer value to that of its competitors to determine the firm's financial worth.
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Invesco Oppenheimer International is currently considered the top fund in equity positions weight among similar funds. It also is currently considered the top fund in five year return among similar funds reporting about  0.04  of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Invesco Oppenheimer International is roughly  26.54 . 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 Oppenheimer's earnings, one of the primary drivers of an investment's value.

Invesco Five Year Return vs. Equity Positions Weight

Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Invesco Oppenheimer

Stock Percentage

 = 

% of Equities

in the fund

 = 
98.97 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Invesco Oppenheimer

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
3.73 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Invesco Five Year Return Comparison

3.290.790.02
Invesco Oppenheimer is currently under evaluation in five year return among similar funds.

Invesco Oppenheimer Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Invesco Oppenheimer, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Invesco Oppenheimer will eventually generate negative long term returns. The profitability progress is the general direction of Invesco Oppenheimer's change in net profit over the period of time. It can combine multiple indicators of Invesco Oppenheimer, 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.
The fund mainly invests in the common stock of growth companies that are domiciled or have their primary operations outside of the United States. It may invest 100 percent of its assets in securities of foreign companies. The fund may invest in emerging markets as well as in developed markets throughout the world. It normally will invest at least 65 percent of its total assets in common and preferred stocks of issuers in at least three different countries outside of the United States, and emphasize investments in common stocks of issuers that are considered by the portfolio managers to have potential for earnings or revenue growth.

Invesco Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Invesco Oppenheimer. 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 Oppenheimer 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 Oppenheimer's important profitability drivers and their relationship over time.

Use Invesco Oppenheimer 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 Oppenheimer 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 Oppenheimer will appreciate offsetting losses from the drop in the long position's value.

Invesco Oppenheimer Pair Trading

Invesco Oppenheimer International Pair Trading Analysis

The ability to find closely correlated positions to Invesco Oppenheimer 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 Oppenheimer 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 Oppenheimer - 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 Oppenheimer International to buy it.
The correlation of Invesco Oppenheimer 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 Oppenheimer moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Oppenheimer 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 Oppenheimer 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 Oppenheimer position

In addition to having Invesco Oppenheimer 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.

Did You Try This Idea?

Run Small Blend Funds Thematic Idea Now

Small Blend Funds
Small Blend Funds Theme
Fund or Etfs that invest in stocks of small to mid-sized entities that have characteristics of both growth and value companies. The Small Blend Funds theme has 40 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 Small Blend Funds Theme or any other thematic opportunities.
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Other Information on Investing in Invesco Mutual Fund

To fully project Invesco Oppenheimer's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Invesco Oppenheimer 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 Oppenheimer's income statement, its balance sheet, and the statement of cash flows.
Potential Invesco Oppenheimer investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Invesco Oppenheimer investors may work on each financial statement separately, they are all related. The changes in Invesco Oppenheimer's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Invesco Oppenheimer'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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