About OAAYX
The Invesco Active Allocation Fund Class Y is a multi-asset mutual fund focused on generating total return by dynamically investing across a global spectrum of equities, fixed income instruments, and alternative strategies. The fund utilizes an active asset allocation approach, balancing exposure among large-cap stocks, aggregate and intermediate bonds, foreign and emerging market equities, as well as niche sectors such as real estate and bank loans. Its portfolio routinely includes holdings in Invesco-branded ETFs and funds, spanning diversified segments like the Invesco Russell 1000 Dynamic Multifactor ETF and the Invesco Core Bond Fund, reflecting its commitment to wide market representation and risk management. With its combination of tactical and target-risk methodologies, the fund seeks to adapt to evolving market conditions while maintaining a tilt toward equity assets. The Class Y shares, specifically designed for eligible investors, offer a competitive net expense ratio and are structured to facilitate efficient asset allocation without front-end sales charges. In the broader financial market, the fund serves as a strategic vehicle for investors seeking balanced, globally diversified exposure managed by experienced professionals.
Fund Family Invesco
Category Mix Tgt All Gro
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol OAAYX
Index MSCI AC World NR USD
OAAYX had a total return of 14.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.06%.
