3 / 5 Stars
5 2 4 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#21 in Tactical Allocation
U.S. News evaluated 98 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.26 percent over the past year, 9.06 percent over the past three years, and 10.69 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.5%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||10.7%|
|10 Years (Annualized)||N/A|
The investment seeks to provide total return with a low to moderate correlation to traditional financial market indices. The fund's investment strategy is designed to provide capital loss protection during down markets by investing in multiple asset classes. Under normal market conditions, its portfolio management team allocates across three asset classes: equities, fixed income and commodities, such that no one asset class drives the fund's performance. The fund's exposure to these three asset classes will be achieved primarily through investments in derivative instruments including but not limited to futures and swap agreements. It is non-diversified.
Fees are Low compared to funds in the same category.
Invesco Balanced-Risk Allocation Fund has an expense ratio of 1.14 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.