| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#36 in Conservative Allocation
U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 12.29 percent over the past year, 8.72 percent over the past three years, and 5.70 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.6% |
| 1 Year | 12.3% |
| 3 Years (Annualized) | 8.7% |
| 5 Years (Annualized) | 5.7% |
| 10 Years (Annualized) | N/A |
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 real estate investment trusts.
Fees
Fees are Average compared to funds in the same category.
Invesco Income Allocation Fund has an expense ratio of 0.26 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
