MENU

ACERX Invesco Equity and Income C Forecast, Technical & Fundamental Analysis

The investment seeks current income and, secondarily, capital appreciation... Show more

Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Bank of America Corp (NYSE:BAC), Philip Morris International (NYSE:PM), 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 C MF is 1.66T. The market cap for tickers in the group ranges from 253.53B to 4.2T. GOOGL holds the highest valuation in this group at 4.2T. The lowest valued company is WFC at 253.53B.

Volume

The average weekly volume growth across all stocks in the Invesco Equity and Income C MF was 37%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -54%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 66
Price Growth Rating: 44
SMR Rating: 21
Profit Risk Rating: 32
Seasonality Score: -46 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderate Allocation
Address
AIM Counselor Series Trust (Invesco Counselor Series Trust)11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HSWTX24.470.29
+1.20%
Hartford Schroders International Stk R5
REQAX47.640.35
+0.74%
Russell Investments Sustainable Equity A
MTCHX72.040.48
+0.67%
MFS Technology R3
MMDEX60.700.24
+0.40%
Praxis Growth Index I
TFAFX13.940.05
+0.36%
Tactical Growth Allocation I

ACERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ACERX has been closely correlated with IFACX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if ACERX jumps, then IFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ACERX
1D Price
Change %
ACERX100%
+0.26%
IFACX - ACERX
84%
Closely correlated
+0.50%
IFAFX - ACERX
76%
Closely correlated
+0.50%
AMEFX - ACERX
76%
Closely correlated
+0.49%
AMECX - ACERX
75%
Closely correlated
+0.49%
RIDGX - ACERX
75%
Closely correlated
+0.49%
More
Invesco Equity and Income C (ACERX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com