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OIRDX Invesco Rising Dividends R6 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Walmart (NYSE:WMT), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Procter & Gamble Company (NYSE:PG).

Industry description

The investment seeks total return. The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It normally will invest at least 80% of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future, and in derivatives and other instruments that have economic characteristics similar to such securities.

Market Cap

The average market capitalization across the Invesco Rising Dividends R6 MF is 1.27T. The market cap for tickers in the group ranges from 381.78B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PG at 381.78B.

Volume

The average weekly volume growth across all stocks in the Invesco Rising Dividends R6 MF was -23%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -40%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 42
Price Growth Rating: 36
SMR Rating: 32
Profit Risk Rating: 8
Seasonality Score: -29 (-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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MDCIX17.30-0.03
-0.17%
Madison Mid Cap I
PJFQX70.78-0.27
-0.38%
PGIM Jennison Growth R6
MNOZX34.09-0.13
-0.38%
Manning & Napier Overseas Series Z
LIMIX7.64-0.03
-0.39%
Cromwell Tran Sustainable Focus Instl
TVFRX18.37-0.09
-0.49%
Guggenheim Directional Allocation P

OIRDX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OIRDX
1D Price
Change %
OIRDX100%
-0.36%
VSMPX - OIRDX
84%
Closely correlated
-0.24%
VSTSX - OIRDX
84%
Closely correlated
-0.24%
FXAIX - OIRDX
84%
Closely correlated
-0.29%
VTSMX - OIRDX
82%
Closely correlated
-0.24%
VITSX - OIRDX
82%
Closely correlated
-0.24%
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