IBRFX Mutual Fund

IBRFX Mutual Fund (Invesco Balanced-Risk Commodity Strategy Fund R6) is managed by Invesco (US) with $19.0M in net assets. IBRFX expense ratio is 0.98%, holding 39 positions across sectors including Financials. Inception date: 2012-09-24.

IBRFX performance shows a YTD return of 26.56%. The 1-year return is 41.86% and the 5-year return is 11.09%. IBRFX dividend yield stands at 10.75%, paid annually.

IBRFX 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 IBRFX holdings, IBRFX sectors, or IBRFX dividends.

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