U.S. Markets closed

Invesco Balanced-Risk Allocation Fund (ABRYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
8.69-0.01 (-0.11%)
At close: 06:46PM EST

Invesco Balanced-Risk Allocation Fund

AIM Investment Funds

11 Greenway Plaza,Suite 100

Houston, TX 77046

Management Information
Mark E. Ahnrud,Lead Manager since June 1, 2009
Mark Ahnrud currently serves as a Portfolio Manager for Invesco's Global Asset Allocation team. Mark joined Invesco in 2000 and the Global Asset Allocation team in 2002. Mark began his investment career in 1985 and was a fixed income portfolio manager with Bank of America prior to joining Invesco. Mark received his BS in Finance and Investments from Babson College. He received his MBA from the Fuqua School of Business at Duke University with a concentration in Finance and Real Estate Investment. Mark holds the Chartered Financial Analyst designation.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTactical Allocation
Fund FamilyInvesco
Net Assets1.78B
YTD Return-14.42%
Morningstar Rating★★★
Inception DateJun 1, 2009

Fund Operations

Last Dividend0.16
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseABRYXCategory Average
Annual Report Expense Ratio (net)0.00%1.29%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A