Invesco Income Allocation Fund

Scorecard
3 / 5 Stars
Lipper
5 5 5 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#20 in Conservative Allocation

U.S. News evaluated 187 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 12.31 percent over the past year, 8.21 percent over the past three years, and 10.71 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.2%
1 Year 12.3%
3 Years (Annualized) 8.2%
5 Years (Annualized) 10.7%
10 Years (Annualized) N/A

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Summary

The investment seeks current income and, secondarily, growth of capital. The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by Invesco Advisers, Inc. and exchange-traded funds advised by PowerShares Capital Management LLC or other unaffiliated advisers. It invests its assets in a selection of underlying funds which invest primarily in international or domestic equities, fixed-income securities or real estate investment trusts. The fund's target allocation is to invest 60%-70% of its total assets in fixed-income securities funds and 30%-40% in equity securities funds, including REITs.

Fees

Fees are Average compared to funds in the same category.
Invesco Income Allocation Fund has an expense ratio of 0.25 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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