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MSJFX Invesco Main Street R5 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Philip Morris International (NYSE:PM), Constellation Brands (NYSE:STZ).

Industry description

The investment seeks capital appreciation. The fund mainly invests in common stocks of U.S. companies of different capitalization ranges. It currently considers a larger capitalization issuer to be one that has a market capitalization, at the time of purchase, within the range of market capitalizations of the largest and smallest capitalized issuers included in the Russell 1000 Index. The portfolio managers use fundamental research to select securities for the fund's portfolio, which is comprised of both growth and value stocks.

Market Cap

The average market capitalization across the Invesco Main Street R5 MF is 1.61T. The market cap for tickers in the group ranges from 48.62B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is STZ at 48.62B.

Volume

The average weekly volume growth across all stocks in the Invesco Main Street R5 MF was -29%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 55
Price Growth Rating: 32
SMR Rating: 28
Profit Risk Rating: 16
Seasonality Score: 4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
AIM Equity Funds (Invesco Equity Funds)11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com/us
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MSJFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MSJFX has been closely correlated with FXAIX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if MSJFX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MSJFX
1D Price
Change %
MSJFX100%
+0.03%
FXAIX - MSJFX
87%
Closely correlated
+0.03%
VITSX - MSJFX
85%
Closely correlated
-0.07%
VSMPX - MSJFX
85%
Closely correlated
-0.07%
VTSMX - MSJFX
85%
Closely correlated
-0.07%
VSTSX - MSJFX
85%
Closely correlated
-0.07%
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