AALANXX

About AALANXX

AALANXX is a mutual fund designed to provide investors with a high level of current income, with a secondary objective of capital growth. As a fund-of-funds, it strategically allocates its portfolio across a selection of other Invesco-managed mutual funds and ETFs, broadly covering both fixed income and equity assets. Typically, the fund targets around 60–70% of its assets in underlying bond funds and 30–40% in equity-focused funds, including exposure to U.S. and international stocks as well as real estate investment trusts (REITs). This moderately conservative allocation aims to deliver a stable income stream while seeking to preserve capital through diversified holdings. The fund prioritizes risk-adjusted yield, striving to maximize income per unit of risk by leveraging the research and asset allocation expertise of Invesco’s investment team. Key features include monthly distributions, an expense ratio that reflects underlying fund costs, and a focus on broad geographic and sector diversification. With a history dating back to 2005, the fund plays a notable role for investors seeking income and balanced exposure across multiple asset classes within a single, actively managed solution.