About ABRYX
The Invesco Balanced-Risk Allocation Fund Class Y is a tactical allocation mutual fund that seeks to provide total return while maintaining a low to moderate correlation with traditional financial market indices. As an actively managed fund, it aims to help investors navigate diverse economic and market cycles by employing a dynamic approach to asset allocation. The fund achieves its objectives by strategically balancing risk across a broad set of macroeconomic factors and asset classes, which include equities from both developed and emerging markets, long-term government bonds, equity factor premia, and a variety of commodities such as agriculture, energy, and metals. This diversified and adaptable framework is designed to enhance diversification and potentially limit the frequency and size of drawdowns, with monthly rebalancing to reflect evolving market conditions. Notable features of this fund include its focus on managing risk contribution from each asset, its flexibility to shift exposures based on market environment, and its annual distribution schedule. The fund has served investors since 2009, and with a sizable asset base, it plays a significant role within the tactical allocation category, offering institutional and individual investors risk-balanced access to global growth, defensive, and real return opportunities.
Fund Family Invesco
Category Tactical Allocation
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ABRYX
Share Class Class Y
Index S&P 500 TR
ABRYX had a total return of 23.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.99%.
