Invesco Balanced Risk Allocation Fund Quote
| ABRIX Fund | USD 7.70 0.15 1.91% |
PerformanceVery Weak
| Odds Of DistressLow
|
Invesco Balanced-risk is trading at 7.70 as of the 7th of April 2025; that is 1.91% down since the beginning of the trading day. The fund's open price was 7.85. Invesco Balanced-risk has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 8th of March 2025 and ending today, the 7th of April 2025. Click here to learn more.
The funds investment strategy is designed to provide capital loss protection during down markets by investing across multiple macro factors. Its exposure to these three macro factors will be achieved primarily through investments in derivative instruments , including but not limited to futures, options, currency forward contracts and swap agreements.. More on Invesco Balanced Risk Allocation
Moving together with Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Invesco (View all Sectors) |
| Update Date | 31st of March 2025 |
Invesco Balanced Risk Allocation [ABRIX] is traded in USA and was established 7th of April 2025. Invesco Balanced-risk is listed under Invesco category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Invesco family. This fund presently has accumulated 4.24 B in assets under management (AUM) with no minimum investment requirementsInvesco Balanced Risk is currently producing year-to-date (YTD) return of 1.74% with the current yeild of 0.13%, while the total return for the last 3 years was -2.54%.
Check Invesco Balanced-risk Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Balanced Risk Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Balanced Risk Allocation Mutual Fund Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund | US Money Market Fund | |
| TSPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund |
Invesco Balanced Risk Risk Profiles
| Mean Deviation | 0.4034 | |||
| Standard Deviation | 0.6107 | |||
| Variance | 0.3729 | |||
| Risk Adjusted Performance | (0.07) |
Invesco Balanced-risk Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Balanced-risk financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Balanced-risk security.
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