OAAAX

About OAAAX

Invesco Active Allocation Fund Class A is a multi-asset mutual fund designed to pursue total return by actively allocating across global equities, fixed income securities, and alternative strategies. The fund utilizes a fund-of-funds approach, investing primarily in underlying Invesco mutual funds and exchange-traded funds to achieve broad diversification and flexibility across asset classes. Its strategy blends top-down macroeconomic analysis with bottom-up research, seeking to capitalize on both short- and mid-term market opportunities. The portfolio exhibits a moderately aggressive risk profile, with equity investments typically forming a significant portion of assets, complemented by global fixed income exposure and select alternative instruments. The fund’s holdings are concentrated in large-cap, mid-cap, and small-cap equity segments, primarily within the United States, alongside international diversification and core bond funds. Managed by an experienced team, the fund aims to provide both capital appreciation and income, positioning it as a flexible solution for investors seeking a dynamic asset allocation strategy within the global financial markets.