OCCIX

About OCCIX

The Invesco Select Risk: Conservative Investor Fund Class C is a mutual fund designed to provide a balanced approach to total return with a focus on capital preservation and lower volatility. Its primary function is to offer conservative investors diversified exposure by allocating assets across a range of global equities, fixed income securities, and alternative investment strategies, utilizing both passive and actively managed Invesco funds. The fund’s portfolio is notably concentrated, with its top ten holdings accounting for more than 80% of its assets, and it typically holds a mix dominated by high-quality bonds and income-generating instruments, complemented by modest equity and alternative positions. This fund is positioned within Invesco’s suite of target-risk portfolios, catering especially to investors with a lower risk tolerance who seek stable returns and income rather than aggressive growth. Its sector and industry exposure is primarily via underlying Invesco mutual funds and ETFs, which helps control risk but can at times lead to increased sensitivity to specific sectors depending on broad market conditions. Overall, the Invesco Select Risk: Conservative Investor Fund Class C plays a key role for risk-averse market participants seeking a disciplined, multi-asset allocation strategy.