About OYMIX
Invesco Select Risk: Moderate Investor Fund Class Y is a multi-asset mutual fund designed for investors seeking a balance between capital appreciation and capital preservation. As a fund of funds, it allocates assets across a wide range of Invesco-managed mutual funds and exchange-traded funds, incorporating domestic and international equities, fixed income, and alternative strategies. This approach provides broad diversification by investment factor, style, and asset class, helping to manage risk while pursuing risk-adjusted returns consistent with a moderate risk profile. The fund typically maintains a strategic allocation, with expected equity exposure ranging from 50% to 70% and the remainder in bonds and cash, aiming for returns with moderate volatility. Its portfolio is actively managed, leveraging the expertise of multiple managers to navigate changing market conditions. The fund’s top holdings include a mix of large-cap equities, diversified bond funds, and specialist strategies, making it suitable for investors who want stable long-term growth within a well-diversified framework.
Fund Family Invesco
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol OYMIX
Index MSCI AC World NR USD
OYMIX had a total return of 17.37% in the past year, including dividends.
Since the fund's inception, the average annual return has been 5.09%.
