Invesco Balanced-Risk Allocation Fund Class A
ABRZX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
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
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Performance
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Price
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NAV
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Company Information
Provider
Invesco
Manager/Tenure
(Years)
(Years)
Chris W. Devine (15), Scott Hixon (15), Scott E. Wolle (15), 2 others
Website
Address
Invesco
Houston TX - 77046
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.