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FSIUX Invesco Dividend Income R5 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Chevron Corp (NYSE:CVX), McDonald's Corp (NYSE:MCD), Philip Morris International (NYSE:PM), Morgan Stanley (NYSE:MS), American International Group (NYSE:AIG).

Industry description

The investment seeks current income and long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying equity securities and in other instruments that have economic characteristics similar to such securities. It may invest up to 25% of its net assets in foreign securities. The fund may invest in securities of issuers of all capitalization sizes and under normal market conditions, it is currently expected that it will invest a substantial percentage of its assets in large-capitalization issuers.

Market Cap

The average market capitalization across the Invesco Dividend Income R5 MF is 288.76B. The market cap for tickers in the group ranges from 53.23B to 635.26B. WMT holds the highest valuation in this group at 635.26B. The lowest valued company is AIG at 53.23B.

Volume

The average weekly volume growth across all stocks in the Invesco Dividend Income R5 MF was -10%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 54
Price Growth Rating: 40
SMR Rating: 36
Profit Risk Rating: 25
Seasonality Score: -24 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Aim Sector Funds11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com
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FSIUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FSIUX has been closely correlated with FFMMX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if FSIUX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FSIUX
1D Price
Change %
FSIUX100%
-0.33%
FFMMX - FSIUX
96%
Closely correlated
-0.27%
FFFMX - FSIUX
95%
Closely correlated
-0.26%
VVIAX - FSIUX
89%
Closely correlated
-0.21%
VIVIX - FSIUX
89%
Closely correlated
-0.21%
VIVAX - FSIUX
89%
Closely correlated
-0.21%
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