Morningstar

Invesco Balanced-Risk Allocation Fund Class Y ABRYX

Medalist Rating as of Apr 25, 2026 See Invesco Investment Hub

Strategy

The investment seeks to provide total return with a low to moderate correlation to traditional financial market indices. The fund’s investment strategy is designed to provide capital loss protection during down markets by investing across multiple macro factors. Its exposure to these three macro factors will be achieved primarily through investments in derivative instruments (generally having aggregate notional exposure exceeding 65% of the fund’s net assets), including but not limited to futures, options, currency forward contracts and swap agreements.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ABRYX	Invesco Balanced-Risk Allocation Fund Class Y	Institutional	Open			Jun 2, 2009	$268.58M	1.160%	Below Average	$1,000	−$47.45M
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	Front Load	Open			Jun 2, 2009	$588.28M	1.410%	Below Average	$1,000	−$88.69M
ABRCX	Invesco Balanced-Risk Allocation Fund Class C	Level Load	Open			Jun 2, 2009	$31.61M	2.160%	Below Average	$1,000	−$7.46M
ABRIX	Invesco Balanced-Risk Allocation Fund R5 Class	Retirement, Large	Limited			Jun 2, 2009	$1.77M	1.120%	Average	$1M	−$1.49M
ALLFX	Invesco Balanced-Risk Allocation Fund Class R6	Retirement, Large	Open			Sep 24, 2012	$23.25M	1.050%	Below Average	$1M	−$5.87M
ABRRX	Invesco Balanced-Risk Allocation Fund Class R	Retirement, Medium	Open			Jun 2, 2009	$14.39M	1.660%	Below Average	$1,000	−$2.83M

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