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SMMSX Invesco Summit S Forecast, Technical & Fundamental Analysis

Category LargeGrowth
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), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Mastercard (NYSE:MA), Advanced Micro Devices (NASDAQ:AMD).

Industry description

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of issuers of all market capitalizations that are considered by the fund's portfolio managers to have potential for earnings or revenue growth. The principal type of equity securities in which it invests is common stock. The fund does not invest in companies whose primary business involves alcohol, tobacco or gambling. It may invest up to 25% of its net assets in foreign securities, including up to 10% of its net assets in emerging markets countries, i.e., those that are generally in the early stages of their industrial cycles. The fund is non-diversified.

Market Cap

The average market capitalization across the Invesco Summit S MF is 1.52T. The market cap for tickers in the group ranges from 89.01B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is KKR at 89.01B.

Volume

The average weekly volume growth across all stocks in the Invesco Summit S MF was -24%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was -39%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 72
Price Growth Rating: 41
SMR Rating: 31
Profit Risk Rating: 15
Seasonality Score: -55 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
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 %
PMSGX6.990.02
+0.29%
Principal MidCap Growth R1
GSACX15.03N/A
N/A
Goldman Sachs China Equity C
HRMDX14.96N/A
N/A
Heartland Mid Cap Value Investor
DWGCX10.71-0.01
-0.09%
American Funds Dvlpg Wld Gr&Inc C
PIODX43.65-0.06
-0.14%
Pioneer A

SMMSX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMMSX
1D Price
Change %
SMMSX100%
-0.07%
GFACX - SMMSX
96%
Closely correlated
-0.26%
GFAFX - SMMSX
95%
Closely correlated
-0.27%
FAFGX - SMMSX
88%
Closely correlated
-0.26%
GAFFX - SMMSX
88%
Closely correlated
-0.26%
FFAFX - SMMSX
88%
Closely correlated
-0.27%
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