CACMX

About CACMX

Invesco Select Risk: Moderately Conservative Investor Fund Class C is a diversified multi‑asset mutual fund within Invesco’s target‑risk series. It seeks total return while maintaining a lower risk profile than the broad equity market, aligning with a Global Moderately Conservative Allocation mandate. The strategy is implemented as a fund‑of‑funds, allocating across Invesco mutual funds and ETFs spanning U.S. and international equities, core and high yield bonds, and alternative sleeves such as managed futures, with stable allocations designed to match its risk target. As of June 30, 2025, the portfolio was predominantly U.S.‑exposed, held roughly two dozen underlying positions, and emphasized aggregate bond exposure alongside large‑cap equity factors. Management focuses on active risk, selecting managers with demonstrated excess‑return profiles while maintaining diversification across factors, styles, and asset classes. The fund is managed by Alessio De Longis, Jeffrey Bennett, and Scott Hixon, distributes quarterly, and operates with moderate turnover. In category terms, it targets volatility consistent with approximately 30%–50% equity exposure, prioritizing capital preservation alongside income and measured growth.