Advent Convertible and Income Fund
AVKFinancial ServicesNASDAQAsset Management
Scan Results
Daily timeframePart of the financial services sector, Advent Convertible and Income Fund (AVK) is listed under Asset Management. The fund primarily invests in the fixed income markets of the United States.
Market Cap
—
Beta
1.30
P/E (TTM)
3.78
P/E (Fwd)
—
EPS (TTM)
$3.29
EPS (Fwd)
—
ROE
26.2%
ROA
2.3%
Cash
$6.5M
Total Debt
$350.0M
Free CF
$12.1M
52W Change
-1.6%
Annual Financials
Cash vs Debt
Where AVK stands vs its 150-day and 200-day moving averages
As of the September 3, 2026 close, AVK finished 1.40% above its 150-day moving average ($12.13) and 2.41% above its 200-day moving average ($12.01). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is AVK overbought or oversold?
At the September 3, 2026 close, AVK's RSI(14) was 18.2, in oversold territory (below 30). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
The company holds $6.5M in cash, though total debt stands at $350.0M. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Annual free cash flow of $12.1M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. ROE of 26.2% points to strong capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 2.3% is on the lower side, which is common in asset-heavy industries. Revenue has grown from -$167.3M (2022) to $122.4M (2025), reflecting a 173% increase over the period.
The debt-to-cash ratio suggests meaningful leverage on the balance sheet, a factor worth monitoring if credit conditions tighten. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Advent Convertible and Income Fund's trajectory.