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ACERX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$10.72
Change
-$0.03 (-0.28%)
Net Assets
12.51B

ACERX Invesco Equity and Income C Forecast, Technical & Fundamental Analysis

The investment seeks current income and, secondarily, capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC).

Industry description

The investment seeks current income and, secondarily, capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity and income securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests, under normal circumstances, at least 65% of its net assets in income-producing equity investments. The fund may invest up to 25% of its net assets in securities of foreign issuers.

Market Cap

The average market capitalization across the Invesco Equity and Income C MF is 776.47B. The market cap for tickers in the group ranges from 47.29B to 2.46T. AMZN holds the highest valuation in this group at 2.46T. The lowest valued company is CBRE at 47.29B.

Volume

The average weekly volume growth across all stocks in the Invesco Equity and Income C MF was -3%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 85
P/E Growth Rating: 45
Price Growth Rating: 28
SMR Rating: 25
Profit Risk Rating: 29
Seasonality Score: -12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
AIM Counselor Series Trust (Invesco Counselor Series Trust)11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com
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ACERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ACERX has been closely correlated with CLBAX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if ACERX jumps, then CLBAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ACERX
1D Price
Change %
ACERX100%
-0.28%
CLBAX - ACERX
76%
Closely correlated
-0.24%
IFAFX - ACERX
76%
Closely correlated
-0.04%
AMEFX - ACERX
76%
Closely correlated
N/A
RAMHX - ACERX
75%
Closely correlated
-0.21%
FBAFX - ACERX
75%
Closely correlated
-0.24%
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