About BRCCX
The Invesco Balanced-Risk Commodity Strategy Fund Class C is an open-end mutual fund designed to provide total return by investing in a broad array of global commodities. Its core purpose is to offer diversified exposure to commodity markets through the use of derivatives and commodity-linked instruments, rather than direct investment in physical commodities. The fund’s portfolio is structured to balance risk across four primary commodity sectors: agriculture, energy, industrial metals, and precious metals. By employing both long and short positions in futures, swaps, and related instruments, the fund seeks to capture opportunities in various market environments while managing sector-specific risks.
This strategy is managed by a team at Invesco Advisers, Inc., and leverages a risk-balanced approach, weighting asset classes to maintain a targeted risk profile within the volatile commodities space. The fund typically benchmarks its performance against the Bloomberg Commodity Total Return Index, reflecting its diversified basket approach. With over $900 million in assets under management, it serves institutional and individual investors seeking portfolio diversification, inflation protection, and uncorrelated returns relative to equities and fixed income. The fund is notable for employing a mix of cash equivalents and commodity exposures, aiming to deliver returns regardless of prevailing market cycles, and is suitable for those prioritizing diversification in broad commodity markets.
Fund Family Invesco
Category Commodities Broad Basket
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BRCCX
Share Class Class C
Index Bloomberg Commodity TR
BRCCX had a total return of 47.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.85%.
