ABRZX Mutual Fund

ABRZX Mutual Fund (Invesco Balanced-Risk Allocation Fund Class A) is managed by Invesco (US). ABRZX expense ratio is 1.41%, holding 154 positions across sectors including Financials. Inception date: 2009-06-02.

ABRZX performance shows a YTD return of 18.06%. The 1-year return is 24.07% and the 5-year return is 3.62%. ABRZX dividend yield stands at 2.87%, paid annually.

ABRZX top holdings include INVESCO SHORT-TERM INVESTMENTS TRUST TREASURY OBLIGATIONS (26.1%), Invesco Government & Agency Portfolio, Institutional Class (13.0%), Treasury Floating Rate Note 3.73% Apr 30, 2028 (9.5%), Invesco Us Dollar Liquidity Portfolio (9.2%), Us Treasury Frn 07/26 Var (8.4%). Go to all ABRZX holdings, ABRZX sectors, or ABRZX dividends.

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