About CACMX
Invesco Select Risk: Moderately Conservative Investor Fund Class C is a diversified multi‑asset mutual fund within Invesco’s target‑risk series. It seeks total return while maintaining a lower risk profile than the broad equity market, aligning with a Global Moderately Conservative Allocation mandate. The strategy is implemented as a fund‑of‑funds, allocating across Invesco mutual funds and ETFs spanning U.S. and international equities, core and high yield bonds, and alternative sleeves such as managed futures, with stable allocations designed to match its risk target. As of June 30, 2025, the portfolio was predominantly U.S.‑exposed, held roughly two dozen underlying positions, and emphasized aggregate bond exposure alongside large‑cap equity factors. Management focuses on active risk, selecting managers with demonstrated excess‑return profiles while maintaining diversification across factors, styles, and asset classes. The fund is managed by Alessio De Longis, Jeffrey Bennett, and Scott Hixon, distributes quarterly, and operates with moderate turnover. In category terms, it targets volatility consistent with approximately 30%–50% equity exposure, prioritizing capital preservation alongside income and measured growth.
Fund Family Invesco
Category Mix Tgt Alloc Con
Performance Rating Low
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CACMX
Share Class Class C
Index MSCI AC World NR USD
CACMX had a total return of 7.02% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.71%.
