ABRYX Mutual Fund

ABRYX Mutual Fund (Invesco Balanced-Risk Allocation Fund Class Y) is managed by Invesco (US). ABRYX expense ratio is 1.16%, holding 106 positions across sectors including Financials. Inception date: 2009-06-02.

ABRYX performance shows a YTD return of 22.77%. The 1-year return is 21.51% and the 5-year return is 4.71%. ABRYX dividend yield stands at 2.90%, paid annually.

ABRYX top holdings include INVESCO SHORT-TERM INVESTMENTS TRUST TREASURY OBLIGATIONS (26.4%), Invesco Balanced-Risk Commodity Trust - Class C (24.7%), Us Tsy Frn 01/31/28 Govt (7.4%), Us Treasury Frn 7/31/2028 (7.4%), United States Treasury 3.746200% 3.7462 2028-04-30 (7.4%). Go to all ABRYX holdings, ABRYX sectors, or ABRYX dividends.

ABRYX can be compared against other funds. Use ABRYX overlap to find shared positions, or ABRYX vs another fund for a side-by-side view. ABRYX alternatives are available via the screener, along with tax-loss harvesting opportunities.