About QGRIX
Invesco Global Allocation Fund Class R6 is a mutual fund designed to deliver a balanced investment approach by dynamically allocating assets across global equity and fixed income markets. The fund’s primary objective is to achieve total return, aiming for both capital appreciation and income generation by adjusting exposure among various asset classes in response to changing macroeconomic and market conditions. It employs a proprietary macroeconomic regime framework, which guides the allocation process and is managed by a team of experienced portfolio managers.
A notable characteristic of the fund is its flexible and risk-aware investment strategy, which seeks to optimize diversification and manage risk across geographies and sectors. The fund typically holds hundreds of securities, encompassing U.S., international, and emerging market equities along with government and corporate bonds. With assets spanning consumer defensive, basic materials, real estate, and more, it caters to investors seeking a globally diversified portfolio with active, tactical management. This approach positions the Invesco Global Allocation Fund Class R6 as a prominent option within the global allocation category, serving as a potential core holding for those aiming to balance growth and income objectives in a single, adaptive investment vehicle.
Fund Family Invesco
Category Alt Global Macro
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol QGRIX
Index MSCI AC World NR USD
QGRIX had a total return of 15.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.72%.
