Invesco Balanced Risk Allocation Fund Quote
| ABRIX Fund | USD 9.10 0.04 0.44% |
PerformanceSolid
| Odds Of DistressLow
|
Invesco Balanced-risk is trading at 9.10 as of the 30th of January 2026; that is 0.44% up since the beginning of the trading day. The fund's open price was 9.06. Invesco Balanced-risk has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 1st of November 2025 and ending today, the 30th of January 2026. 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 December 2025 |
Invesco Balanced Risk Allocation [ABRIX] is traded in USA and was established 30th of January 2026. 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 8.2% with the current yeild of 0.04%, while the total return for the last 3 years was 7.46%.
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.
Invesco Balanced Risk Risk Profiles
| Mean Deviation | 0.4114 | |||
| Semi Deviation | 0.2947 | |||
| Standard Deviation | 0.5133 | |||
| Variance | 0.2635 |
Invesco Balanced-risk Against Markets
Invesco Mutual Fund Analysis Notes
The fund holds about 75.77% of assets under management (AUM) in fixed income securities. Invesco Balanced Risk last dividend was 0.17 per share. Large Blend For more info on Invesco Balanced Risk Allocation please contact the company at 800-959-4246.Invesco Balanced Risk Investment Alerts
| The fund holds about 75.77% of its assets under management (AUM) in fixed income securities |
Top Invesco Balanced Risk Allocation Mutual Fund Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund | |
| TRPXX | Short Term Investment Trust | Money Market Fund | |
| TSPXX | Short Term Investment Trust | Money Market Fund |
Invesco Balanced-risk Outstanding Bonds
Invesco Balanced-risk issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Invesco Balanced Risk uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Invesco bonds can be classified according to their maturity, which is the date when Invesco Balanced Risk Allocation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Invesco Balanced-risk Predictive Daily Indicators
Invesco Balanced-risk intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Invesco Balanced-risk mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 9.1 | |||
| Day Typical Price | 9.1 | |||
| Price Action Indicator | 0.02 | |||
| Period Momentum Indicator | 0.04 | |||
| Relative Strength Index | 73.9 |
Invesco Balanced-risk Forecast Models
Invesco Balanced-risk's time-series forecasting models are one of many Invesco Balanced-risk's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Invesco Balanced-risk's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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