CAAYX Mutual Fund
CAAYX Mutual Fund
CAAYX Mutual Fund
Invesco Select Risk Moderately Conservative Investor Fund Class Y
CAAYX Mutual Fund Overview
CAAYX Mutual Fund (Invesco Select Risk Moderately Conservative Investor Fund Class Y) is managed by Invesco (US) with $270.9M in net assets. CAAYX expense ratio is 0.67%, holding 24 positions across sectors including Financials. Inception date: 2008-10-03.
CAAYX performance shows a YTD return of 5.52%. The 1-year return is 6.94% and the 5-year return is 2.95%. CAAYX dividend yield stands at 3.14%, paid quarterly.
CAAYX top holdings include Invesco Oppenheimer Total Return Bond Fund, Class R6 (13.8%), Invesco Equal Weight 0-30 Etf (9.9%), Invesco Exchange Traded Fund Trust Ii (8.7%), Invesco Core Plus Bond Fund, Class R6 (7.1%), Invesco Russell 1000 Dynamic Multifactor Etf (6.3%). Go to all CAAYX holdings, CAAYX sectors, or CAAYX dividends.
CAAYX can be compared against other funds. Use CAAYX overlap to find shared positions, or CAAYX vs another fund for a side-by-side view. CAAYX alternatives are available via the screener, along with tax-loss harvesting opportunities.