Invesco Vertible Securities Fund Quote
| CNSDX Fund | USD 25.17 0.06 0.24% |
Performance22 of 100
| Odds Of DistressLess than 14
|
Invesco Convertible is trading at 25.17 as of the 26th of November 2024; that is 0.24% down since the beginning of the trading day. The fund's open price was 25.23. Invesco Convertible has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Invesco Vertible Securities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of September 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in convertible securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in below-investment-grade securities. More on Invesco Vertible Securities
Moving together with INVESCO Mutual Fund
Moving against INVESCO Mutual Fund
INVESCO Mutual Fund Highlights
| Thematic Idea | Convertibles Funds (View all Themes) |
| Fund Concentration | Invesco Funds, Large Blend Funds, Convertibles Funds, Convertibles Funds, Convertibles, Invesco, Large, Convertibles (View all Sectors) |
| Update Date | 30th of September 2024 |
Invesco Vertible Securities [CNSDX] is traded in USA and was established 26th of November 2024. Invesco Convertible is listed under Invesco category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Invesco family. The entity is thematically classified as Convertibles Funds. This fund currently has accumulated 1.33 B in assets under management (AUM) with minimum initial investment of 1 K. Invesco Vertible Sec is currently producing year-to-date (YTD) return of 13.43% with the current yeild of 0.02%, while the total return for the last 3 years was 0.83%.
Check Invesco Convertible 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 Vertible Securities 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 Vertible Securities Mutual Fund Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund | |
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund |
Invesco Vertible Sec Risk Profiles
| Mean Deviation | 0.3863 | |||
| Semi Deviation | 0.1814 | |||
| Standard Deviation | 0.4807 | |||
| Variance | 0.2311 |
Invesco Convertible Against Markets
Other Information on Investing in INVESCO Mutual Fund
Invesco Convertible 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 Convertible security.
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