CMARX Mutual Fund
CMARX Mutual Fund
CMARX Mutual Fund
Invesco Select Risk Moderately Conservative Investor Fund Class R
CMARX Mutual Fund Overview
CMARX Mutual Fund (Invesco Select Risk Moderately Conservative Investor Fund Class R) is managed by Invesco (US). CMARX expense ratio is 1.17%, holding 24 positions across sectors including Financials. Inception date: 2005-04-29.
CMARX performance shows a YTD return of 5.24%. The 1-year return is 11.27% and the 5-year return is 2.59%. CMARX dividend yield stands at 2.63%, paid quarterly.
CMARX top holdings include Invesco Oppenheimer Total Return Bond Fund, Class R6 (24.3%), Invesco Core Plus Bond Fund, Class R6 (13.0%), Invesco Russell 1000 Dynamic Multifactor Etf (6.8%), Invesco NASDAQ 100 ETF (6.6%), Invesco S&P 500 Revenue Etf (6.0%). Go to all CMARX holdings, CMARX sectors, or CMARX dividends.
CMARX can be compared against other funds. Use CMARX overlap to find shared positions, or CMARX vs another fund for a side-by-side view. CMARX alternatives are available via the screener, along with tax-loss harvesting opportunities.