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Invesco Moderate Allocation Y (ABKYX)

12.69 Up 0.04(0.32%) Oct 30
Prev Close:12.69
YTD Return*:3.77%
Net Assets*:951.68M
Yield*:2.70%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for ABKYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Invesco Core Plus Bond R610.92N/A
PowerShares 1-30 Laddered Treasury ETF8.86N/A
Invesco Balanced-Risk Allc R67.02N/A
PowerShares FTSE RAFI Dev Mkts ex-US ETF6.58N/A
Invesco Diversified Dividend R66.54N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:951.68M
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.21%

Performance & Risk

YTD Return:3.77%
5y Avg Return:9.21%
Rank in Category (ytd):53
% Rank in Category (ytd):6.07%
Beta (3y):1.02
Morningstar Risk Rating:2

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. View More
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