Invesco Disciplined Equity Fund Quote
AWEIX Fund | USD 29.34 0.33 1.14% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Invesco Disciplined is trading at 29.34 as of the 24th of April 2024; that is 1.14% increase since the beginning of the trading day. The fund's open price was 29.01. Invesco Disciplined has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Invesco Disciplined Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments that have economic characteristics similar to equity securities. It invests primarily in equity securities of U.S. More on Invesco Disciplined Equity
Moving together with Invesco Mutual Fund
0.88 | AWIIX | At Me Opportunities | PairCorr |
0.95 | AWMIX | At Mid Cap | PairCorr |
0.99 | VTSAX | Vanguard Total Stock | PairCorr |
0.99 | VFIAX | Vanguard 500 Index | PairCorr |
0.99 | VTSMX | Vanguard Total Stock | PairCorr |
0.99 | VITSX | Vanguard Total Stock | PairCorr |
Invesco Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Invesco Disciplined's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco Disciplined or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | CIBC Private Wealth Management Funds, Large Growth Funds, Large Blend Funds, Large Blend, CIBC Private Wealth Management, Large Growth, Large Blend (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 1st of March 2023 |
Fiscal Year End | October |
Invesco Disciplined Equity [AWEIX] is traded in USA and was established 24th of April 2024. Invesco Disciplined is listed under CIBC Private Wealth Management category by Fama And French industry classification. The fund is listed under Large Blend category and is part of CIBC Private Wealth Management family. This fund presently has accumulated 1.52 B in assets under management (AUM) with minimum initial investment of 250 K. Invesco Disciplined is currently producing year-to-date (YTD) return of 5.69% with the current yeild of 0.01%, while the total return for the last 3 years was 5.56%.
Check Invesco Disciplined Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Disciplined Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Disciplined Equity Mutual Fund Constituents
AMT | American Tower Corp | Stock | Real Estate |
CMCSA | Comcast Corp | Stock | Communication Services |
ADP | Automatic Data Processing | Stock | Industrials |
C | Citigroup | Stock | Financials |
ICE | Intercontinental Exchange | Stock | Financials |
HD | Home Depot | Stock | Consumer Discretionary |
V | Visa Class A | Stock | Financials |
Invesco Disciplined Target Price Odds Analysis
Based on a normal probability distribution, the odds of Invesco Disciplined jumping above the current price in 90 days from now is about 39.31%. The Invesco Disciplined Equity probability density function shows the probability of Invesco Disciplined mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Invesco Disciplined has a beta of 0.9551. This suggests Invesco Disciplined Equity market returns are sensitive to returns on the market. As the market goes up or down, Invesco Disciplined is expected to follow. Additionally, invesco Disciplined Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Invesco Disciplined to move above the current price in 90 days from now is about 39.31 (This Invesco Disciplined Equity probability density function shows the probability of Invesco Mutual Fund to fall within a particular range of prices over 90 days) .
Invesco Disciplined Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco Disciplined market risk premium is the additional return an investor will receive from holding Invesco Disciplined long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco Disciplined. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco Disciplined's alpha and beta are two of the key measurements used to evaluate Invesco Disciplined's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.5472 | |||
Semi Deviation | 0.6416 | |||
Standard Deviation | 0.7068 | |||
Variance | 0.4996 |
Invesco Disciplined Against Markets
Picking the right benchmark for Invesco Disciplined mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco Disciplined mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco Disciplined is critical whether you are bullish or bearish towards Invesco Disciplined Equity at a given time. Please also check how Invesco Disciplined's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Invesco Disciplined without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Analyst AdviceAnalyst recommendations and target price estimates broken down by several categories |
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How to buy Invesco Mutual Fund?
Before investing in Invesco Disciplined, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Invesco Disciplined. To buy Invesco Disciplined fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco Disciplined. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Invesco Disciplined fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco Disciplined Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Invesco Disciplined Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Invesco Disciplined Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Invesco Disciplined Equity?
The danger of trading Invesco Disciplined Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco Disciplined is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco Disciplined. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco Disciplined is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Invesco Disciplined Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.