Invesco Low Volatility Fund Quote
| SCIUX Fund | USD 10.36 0.06 0.58% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Invesco Low is trading at 10.36 as of the 19th of April 2024; that is -0.58 percent decrease since the beginning of the trading day. The fund's open price was 10.42. Invesco Low has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Invesco Low Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of April 2022 and ending today, the 19th of April 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in U.S. equity securities, including common and preferred stock, and ELNs. More on Invesco Low Volatility
Moving together with Invesco Mutual Fund
| 0.99 | OARDX | Oppenheimer Rising | PairCorr |
| 0.91 | AMHYX | Invesco High Yield | PairCorr |
| 0.79 | OSMAX | Oppenheimer International | PairCorr |
Invesco Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Invesco Low's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Low or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Invesco Funds, Large Blend Funds, Derivative Income Funds, Derivative Income, Invesco (View all Sectors) |
| Update Date | 31st of March 2024 |
Invesco Low Volatility [SCIUX] is traded in USA and was established 19th of April 2024. Invesco Low is listed under Invesco category by Fama And French industry classification. The fund is listed under Derivative Income category and is part of Invesco family. This fund at this time has accumulated 266.6 M in assets with no minimum investment requirementsInvesco Low Volatility is currently producing year-to-date (YTD) return of 5.45% with the current yeild of 0.07%, while the total return for the last 3 years was 5.34%.
Check Invesco Low Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Low Volatility Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Low Volatility Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology |
| MPC | Marathon Petroleum Corp | Stock | Energy |
| OXY | Occidental Petroleum | Stock | Energy |
| BA | The Boeing | Stock | Industrials |
| BBY | Best Buy Co | Stock | Consumer Discretionary |
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund |
| BPOP | Popular | Stock | Financials |
Invesco Low Target Price Odds Analysis
Based on a normal probability distribution, the odds of Invesco Low jumping above the current price in 90 days from now is about 69.98%. The Invesco Low Volatility probability density function shows the probability of Invesco Low mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Low has a beta of 0.6742. This usually implies as returns on the market go up, Invesco Low average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco Low Volatility will be expected to be much smaller as well. Additionally, invesco Low Volatility has an alpha of 0.0038, implying that it can generate a 0.003766 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Invesco Low to move above the current price in 90 days from now is about 69.98 (This Invesco Low Volatility probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Invesco Low Volatility Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Low market risk premium is the additional return an investor will receive from holding Invesco Low long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Low. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco Low's alpha and beta are two of the key measurements used to evaluate Invesco Low's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3839 | |||
| Semi Deviation | 0.3696 | |||
| Standard Deviation | 0.4903 | |||
| Variance | 0.2404 |
Invesco Low Against Markets
Picking the right benchmark for Invesco Low mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco Low mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco Low is critical whether you are bullish or bearish towards Invesco Low Volatility at a given time. Please also check how Invesco Low's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Invesco Low without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Invesco Mutual Fund?
Before investing in Invesco Low, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Invesco Low. To buy Invesco Low fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Low. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Invesco Low fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco Low Volatility fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Invesco Low Volatility fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Invesco Low Volatility, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Invesco Low Volatility?
The danger of trading Invesco Low Volatility is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco Low is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco Low. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Low Volatility is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Invesco Low Volatility. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.