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    Invesco Moderate Allocation B (AMKBX)

    12.44 Down 0.01(0.08%) Aug 4

    Profile as of Jun 29, 2015Get Profile for:
    Invesco Moderate Allocation B
    AIM Growth Series11 Greenway Plaza,Suite 100Houston, TX 77046
    Map
    Phone: 800-959-4246
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:Invesco
    Net Assets:900.07M
    Year-to-Date Return:0.14%
    Yield:1.28%
    Morningstar Rating:1 stars
    Fund Inception Date:Apr 30, 2004
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Scott W. Wolle
    Lead Manager since Jun 16, 2010
    Mark Ahnrud Gestionnaire de portefeuille Atlanta, É.-U. Analyste financier agréé MBA, Duke University B.Sc., Babson College Dans le secteur des placements : depuis 1985
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:50
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:25
    Min Subsequent Investment, AIP:50
    AMKBX can be purchased from 52 brokerages.

    Fund Summary 
    The investment seeks total return consistent with a moderate level of risk relative to the broad stock market. The fund invests its assets in other underlying mutual funds advised by Invesco Advisers, Inc. and exchange-traded funds advised by Invesco PowerShares Capital Management LLC or other unaffiliated advisers. Its target allocation is to invest approximately 47%-57% of its total assets in underlying funds that invest primarily in equity securities, approximately 25%-35% of its total assets in underlying funds that invest primarily in fixed-income securities and approximately 15%-20% of its total assets in alternative asset classes.

    Fund Operations 
    Last Dividend (Jun 24, 2015) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 30, 2015) : 15.00%
    Average for Category:43.56%
    Fees & Expenses 
    ExpenseAMKBXCategory Avg
    Annual Report Expense Ratio (net):1.22%0.89%
    Prospectus Net Expense Ratio:1.89%N/A
    Prospectus Gross Expense Ratio:1.89%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.22%
    Max Deferred Sales Load: 5.00%2.29%
    3 Yr Expense Projection*:894564
    5 Yr Expense Projection*:1,221876
    10 Yr Expense Projection*:2,0161,741
    * Per $10,000 invested