OAANX

About OAANX

Invesco Active Allocation Fund Class R is a globally diversified mutual fund focused on achieving total return through a blend of equity, fixed income, and alternative strategies. Designed with a moderately aggressive allocation, the fund actively manages exposures across asset classes to navigate changing market environments. Launched in 2005, the fund leverages a combination of target-risk frameworks and tactical allocation decisions, creating an equity-heavy portfolio with a dynamic approach to risk management. Its top holdings include various Invesco-managed exchange-traded funds and mutual funds, spanning large-cap equities, core and plus bond funds, and international as well as small- and mid-cap stocks. The fund typically holds around 30–33 securities and maintains flexibility to adapt its mix in pursuit of long-term growth and capital preservation objectives. With a distinct global orientation, the Invesco Active Allocation Fund Class R plays a notable role for investors seeking a diversified, actively managed solution beyond basic balanced or single-asset category funds, contributing to multi-asset allocations within portfolios seeking both growth and diversification.