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IENIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$32.20
Change
-$0.12 (-0.37%)
Net Assets
437.75M

IENIX Invesco Energy R5 Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Energy
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), Chevron Corp (NYSE:CVX), ConocoPhillips (NYSE:COP), Canadian Natural Resources Limited (NYSE:CNQ), Suncor Energy (NYSE:SU), MARATHON PETROLEUM Corp (NYSE:MPC), Marathon Oil Corp (null:MRO), CF Industries Holding (NYSE:CF).

Industry description

The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers engaged in energy-related industries, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in equity securities. The principal type of equity security in which the fund invests is common stock. The fund is non-diversified.

Market Cap

The average market capitalization across the Invesco Energy R5 MF is 160.96B. The market cap for tickers in the group ranges from 12.1B to 502.77B. XOM holds the highest valuation in this group at 502.77B. The lowest valued company is CF at 12.1B.

Volume

The average weekly volume growth across all stocks in the Invesco Energy R5 MF was -70%. For the same stocks of the MF, the average monthly volume growth was -70% and the average quarterly volume growth was -73%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 28
Price Growth Rating: 53
SMR Rating: 59
Profit Risk Rating: 28
Seasonality Score: 35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Energy

Profile
Fundamentals
Details
Category
Equity Energy
Address
Aim Sector Funds11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com
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IENIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IENIX has been closely correlated with VENAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if IENIX jumps, then VENAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IENIX
1D Price
Change %
IENIX100%
-0.37%
VENAX - IENIX
97%
Closely correlated
-0.38%
FSENX - IENIX
96%
Closely correlated
-0.29%
FNARX - IENIX
93%
Closely correlated
-0.41%
VGELX - IENIX
66%
Closely correlated
-0.14%
VGENX - IENIX
59%
Loosely correlated
-0.14%