C
Invesco Balanced-Risk Allocation Fund Class A ABRZX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
50
Front End Fee
6
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
There are no holdings to display.
Performance
Created with Highstock 5.0.1430. Sep14. Oct28. Oct11. Nov25. Nov9. Dec23. Dec6. Jan20. Jan3. Feb17. Feb3. Mar-6.0%-4.0%-2.0%0.0%2.0%4.0%Performance as of Mar 04, 2025
Beta
7-Day Total Return
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Year to Date Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Invesco
Manager/Tenure
(Years)
Chris W. Devine (15), Scott Hixon (15), Scott E. Wolle (15), 2 others
Address
Invesco
Houston TX - 77046
Country
United States
Phone Number
800-659-1005
Investment Strategy
The investment seeks to provide total return with a low to moderate correlation to traditional financial market indices. The fund’s investment strategy is designed to provide capital loss protection during down markets by investing across multiple macro factors. Its exposure to these three macro factors will be achieved primarily through investments in derivative instruments (generally having aggregate notional exposure exceeding 65% of the fund’s net assets), including but not limited to futures, options, currency forward contracts and swap agreements.
Weiss Ratings