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) with $270.9M in net assets. 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 5.13%. The 1-year return is 6.50% and the 5-year return is 2.45%. CMARX dividend yield stands at 2.64%, paid quarterly.
CMARX 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 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.