BRCNX Mutual Fund

BRCNX Mutual Fund

NAV$9.74
See how much of BRCNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Apr 30, 2026

Net Assets
$146M
Expense Ratio
1.05%
Dividend Yield (Current)
10.78%
Holdings
39
Inception Date
Nov 30, 2010
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+26.49%
1 Year+41.83%
3 Year+15.26%
5 Year+11.08%
10 Year+7.48%

Asset Allocation

Stocks: 7.30%
Bonds: 26.36%
Cash: 48.35%
Other: 17.99%
See how much of BRCNX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
TRPXXInvesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-0729.53%
AGPXXInvesco Government & Agency Portfolio, Institutional Class15.94%
-Invesco Us Dollar Liquidity Portfolio15.72%
-Treasury Floating Rate Note 3.73% Apr 30, 20286.57%
TF 0 07/31/26Us Treasury Frn 07/26 Var6.53%
Top 10 Concentration: 89.37%Report Date: Apr 30, 2026
Download all 39 holdings for BRCNX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
10.78%
Frequency
Annually
Latest Distribution
$1.18
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BRCNX Mutual Fund Overview

BRCNX Mutual Fund (Invesco Balanced-Risk Commodity Strategy Fund Class R5) is managed by Invesco (US) with $146.2M in net assets. BRCNX expense ratio is 1.05%, holding 39 positions across sectors including Financials. Inception date: 2010-11-30.

BRCNX performance shows a YTD return of 26.49%. The 1-year return is 41.83% and the 5-year return is 11.08%. BRCNX dividend yield stands at 10.78%, paid annually.

BRCNX top holdings include Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (29.5%), Invesco Government & Agency Portfolio, Institutional Class (15.9%), Invesco Us Dollar Liquidity Portfolio (15.7%), Treasury Floating Rate Note 3.73% Apr 30, 2028 (6.6%), Us Treasury Frn 07/26 Var (6.5%). Go to all BRCNX holdings, BRCNX sectors, or BRCNX dividends.

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