IBRFX Mutual Fund
IBRFX Mutual Fund
Invesco Balanced-Risk Commodity Strategy Fund R6
IBRFX Mutual Fund Overview
IBRFX Mutual Fund (Invesco Balanced-Risk Commodity Strategy Fund R6) is managed by Invesco (US) with $19.0M in net assets. IBRFX expense ratio is 0.98%, holding 36 positions across sectors including Financials, Other, Unknown. Inception date: 2012-09-24.
IBRFX performance shows a YTD return of 17.56%. The 1-year return is 33.49% and the 5-year return is 9.66%. IBRFX dividend yield stands at 11.57%, paid annually.
IBRFX top holdings include Invesco Short-Term Investments Trust Treasury Portfolio Institutional Class (33.5%), Invesco Government & Agency Portfolio, Institutional Class (18.1%), Invesco Us Dollar Liquidity Portfolio (17.9%), Treasury Floating Rate Note 5.48% Apr 30, 2026 (6.3%), Us T-Note Vrn 07/31/26 (6.0%). View all IBRFX holdings, sector breakdown, or dividend history.
IBRFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IBRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.