OYCIX

About OYCIX

The Invesco Select Risk: Conservative Investor Fund Class Y is a multi-asset mutual fund designed to provide a balance of income generation and capital preservation, making it suitable for risk-averse investors. Its primary function is to pursue total return by globally diversifying across equities, fixed income, and alternative strategies, while maintaining a conservative risk profile. The fund accomplishes this by allocating a significant portion of assets to high-quality bond funds such as the Invesco Core Bond and Invesco Core Plus Bond funds, which collectively make up over half of its portfolio. Equity exposure is modest and includes U.S. and international stocks primarily via exchange-traded funds, ensuring limited equity market volatility. The fund also holds allocations in alternative investments for additional diversification and risk management. The top ten holdings comprise a substantial portion of total assets, reflecting a focused, risk-managed approach. With an emphasis on consistent returns and preservation of capital, this fund plays a significant role for conservative investors seeking stability, moderate income, and global diversification in their investment portfolios.