BRCNX Mutual Fund

BRCNX Mutual Fund

NAV$9.43
See how much of BRCNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jan 31, 2026

Net Assets
$146M
Expense Ratio
1.05%
Dividend Yield (Current)
10.78%
Holdings
36
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+15.10%
5 Year+10.98%
10 Year+7.43%

Asset Allocation

Stocks: 1.87%
Bonds: 23.53%
Cash: 54.36%
Other: 20.24%
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% 2021-01-0733.53%
AGPXXInvesco Government & Agency Portfolio, Institutional Class18.10%
-Invesco Us Dollar Liquidity Portfolio17.93%
TF 0 04/30/26Treasury Floating Rate Note 5.48% Apr 30, 20266.26%
TF 0 07/31/26Us Treasury Frn 07/26 Var6.03%
Top 10 Concentration: 93.78%Report Date: Jan 31, 2026
Download all 36 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 36 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 10.98%. 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 (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 Treasury Frn 07/26 Var (6.0%). 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.