Invesco Energy Mutual Fund Money Managers
| FSTEX Fund | USD 30.98 0.06 0.19% |
Break down of Invesco Energy's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Invesco Energy's future under-performance.
| Norman MacDonald Executive Fund Manager |
| More |
Invesco |
Invesco Energy Net Asset Comparison
Invesco Energy Fund is rated # 4 fund in net asset among similar funds. Total Asset Under Management (AUM) of Equity Energy category is currently estimated at about 9.3 Billion. Invesco Energy holds roughly 492.41 Million in net asset claiming about 5% of all funds under Equity Energy category.
Invesco Energy Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Invesco Energy Price Series Summation is a cross summation of Invesco Energy price series and its benchmark/peer.
Invesco Energy Stakeholder
| Norman MacDonald | Fund Manager | Profile |
About Invesco Energy Management Performance
The success or failure of an entity such as Invesco Energy often depends on how effective the management is. Invesco Energy management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Invesco management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Invesco management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests, under normal circumstances, at least 80 percent of its net assets 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.
Please note that past performance is not an indicator of the future performance of Invesco Energy, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Invesco Energy Fund. 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 income. Note that the Invesco Energy information on this page should be used as a complementary analysis to other Invesco Energy's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..