Invesco Balanced Risk Allocation Fund Quote

ALLFX Fund  USD 8.91  0.23  2.52%   

Performance

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Odds Of Distress

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Invesco Balanced-risk is trading at 8.91 as of the 1st of February 2026; that is 2.52% down since the beginning of the trading day. The fund's open price was 9.14. Invesco Balanced-risk has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of November 2025 and ending today, the 1st of February 2026. Click here to learn more.
The investment seeks to provide total return with a low to moderate correlation to traditional financial market indices. Invesco Balanced-Risk is traded on NASDAQ Exchange in the United States. More on Invesco Balanced Risk Allocation

Moving together with Invesco Mutual Fund

  0.91PAALX All Asset FundPairCorr
  0.91PATRX Pimco All AssetPairCorr
  0.91PAAIX All Asset FundPairCorr
  0.91PALPX Pimco All AssetPairCorr
  0.91PASAX All Asset FundPairCorr
  0.91PASCX All Asset FundPairCorr

Invesco Mutual Fund Highlights

Fund ConcentrationTactical Allocation, Invesco (View all Sectors)
Update Date31st of December 2025
Invesco Balanced Risk Allocation [ALLFX] is traded in USA and was established 1st of February 2026. 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 minimum initial investment of 1000 K. Invesco Balanced Risk is currently producing year-to-date (YTD) return of 5.8% with the current yeild of 0.04%, while the total return for the last 3 years was 6.68%.
Check Invesco Balanced-risk Probability Of Bankruptcy

Instrument Allocation

Invesco Balanced Risk Risk Profiles

Invesco Balanced-risk Against Markets

Invesco Mutual Fund Analysis Notes

The fund holds about 35.78% of assets under management (AUM) in cash. Invesco Balanced Risk last dividend was 0.18 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 35.78% of its assets under management (AUM) in cash

Top Invesco Balanced Risk Allocation Mutual Fund Constituents

AGPXXInvesco Short Term InvestmentsMoney Market Fund
TRPXXShort Term Investment TrustMoney Market Fund
TSPXXShort Term Investment TrustMoney Market Fund

Institutional Mutual Fund Holders for Invesco Balanced-risk

Have you ever been surprised when a price of an equity instrument such as Invesco Balanced-risk is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Invesco Balanced Risk Allocation backward and forwards among themselves. Invesco Balanced-risk's institutional investor refers to the entity that pools money to purchase Invesco Balanced-risk's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Invesco Balanced-risk's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

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.

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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