About OCMIX
Invesco Select Risk: Moderate Investor Fund Class C is a balanced mutual fund designed to offer a moderate risk profile by diversifying investments across multiple asset classes. The fund’s primary purpose is to achieve long-term capital growth with current income, allocating approximately 45% to fixed income, 35% to U.S. equities, 10% to international equities, and 10% to other asset classes. It uniquely operates as a “fund of funds,” investing in a selection of underlying funds managed by Invesco Advisers, Inc., which enables broad exposure to both passive and actively managed strategies. Notable holdings include core bond funds, large-cap and mid-cap equity ETFs, and alternative strategies, supporting both stability and growth potential. With total assets near $1.8 billion and a portfolio concentrated in about two dozen holdings, this fund serves investors seeking a balanced approach, risk management, and consistent annual dividend payouts within a moderate risk framework.
Fund Family Invesco
Category Mix Tgt All Mod
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol OCMIX
Index MSCI AC World NR USD
OCMIX had a total return of 13.44% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.20%.
