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OPTIX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$102.98
Change
-$13.22 (-11.38%)
Net Assets
5.92B

OPTIX Invesco Discovery Large Cap R6 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Mastercard (NYSE:MA), Advanced Micro Devices (NASDAQ:AMD).

Industry description

The investment seeks capital appreciation. The fund mainly invests in common stocks of "growth companies." Growth companies are companies that the portfolio managers expect to have above-average growth rates. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of “large-cap” issuers,and in derivatives and other instruments that have economic characteristics similar to such securities. It is non-diversified.

Market Cap

The average market capitalization across the Invesco Discovery Large Cap R6 MF is 2.22T. The market cap for tickers in the group ranges from 394.17B to 4.38T. NVDA holds the highest valuation in this group at 4.38T. The lowest valued company is AMD at 394.17B.

Volume

The average weekly volume growth across all stocks in the Invesco Discovery Large Cap R6 MF was 48%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 59
Price Growth Rating: 48
SMR Rating: 27
Profit Risk Rating: 28
Seasonality Score: -48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
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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OPTIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OPTIX
1D Price
Change %
OPTIX100%
-1.44%
VIGAX - OPTIX
97%
Closely correlated
-1.95%
VIGIX - OPTIX
97%
Closely correlated
-1.95%
GFACX - OPTIX
94%
Closely correlated
-1.84%
VIGRX - OPTIX
92%
Closely correlated
-1.95%
GFFFX - OPTIX
91%
Closely correlated
-1.83%
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