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ACEKX Invesco Equity and Income R5 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC).

Industry description

The investment seeks current income and, secondarily, capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity and income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests, under normal circumstances, at least 65% of its net assets in income-producing equity investments. The fund may invest up to 25% of its net assets in securities of foreign issuers.

Market Cap

The average market capitalization across the Invesco Equity and Income R5 MF is 600.96B. The market cap for tickers in the group ranges from 29.03B to 1.87T. AMZN holds the highest valuation in this group at 1.87T. The lowest valued company is CBRE at 29.03B.

Volume

The average weekly volume growth across all stocks in the Invesco Equity and Income R5 MF was -17%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 88
P/E Growth Rating: 46
Price Growth Rating: 21
SMR Rating: 28
Profit Risk Rating: 37
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
AIM Counselor Series Trust (Invesco Counselor Series Trust)11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com
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ACEKX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ACEKX has been closely correlated with RIDCX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if ACEKX jumps, then RIDCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ACEKX
1D Price
Change %
ACEKX100%
+0.47%
RIDCX - ACEKX
88%
Closely correlated
+0.20%
IFACX - ACEKX
84%
Closely correlated
+0.21%
RIDBX - ACEKX
84%
Closely correlated
+0.25%
RIDFX - ACEKX
75%
Closely correlated
+0.24%
AMEFX - ACEKX
75%
Closely correlated
+0.20%
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