Morningstar

Invesco Income Allocation Fund Class R RLIAX

Medalist Rating as of Apr 27, 2026 See Invesco Investment Hub

Strategy

The investment seeks current income and, secondarily, growth of capital. The fund is a “fund of funds,” and may invest its assets in underlying open-end and closed-end funds (including unlisted interval funds) advised by Invesco Advisers, Inc. (Invesco or the Adviser), including exchange-traded funds (ETFs), and other pooled investment vehicles advised by Invesco Capital Management LLC (Invesco Capital), or underlying open-end and closed-end funds, including ETFs, and other pooled investment vehicles advised by unaffiliated advisers (the underlying funds).

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
ALAYX	Invesco Income Allocation Fund Class Y	Institutional	Open			Oct 3, 2008	$14.90M	0.570%	Below Average	$1,000	−$894,236.06
ALAAX	Invesco Income Allocation Fund Class A	Front Load	Open			Oct 31, 2005	$280.42M	0.820%	Low	$1,000	−$30.51M
CLIAX	Invesco Income Allocation Fund Class C	Level Load	Open			Oct 31, 2005	$5.83M	1.570%	Below Average	$1,000	−$3.26M
ILAAX	Invesco Income Allocation Fund R5 Class	Retirement, Large	Limited			Oct 31, 2005	$13,172.00	0.520%	Below Average	$1M	−$293,316.79
IIASX	Invesco Income Allocation Fund Class R6	Retirement, Large	Open			Apr 4, 2017	$95,629.00	0.480%	Below Average	$1M	$25,057.12
RLIAX	Invesco Income Allocation Fund Class R	Retirement, Medium	Open			Oct 31, 2005	$5.32M	1.070%	Below Average	$1,000	$353,212.67

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