Invesco Income Allocation Fund Quote
| ILAAX Fund | USD 10.81 0.02 0.19% |
PerformanceStrong
| Odds Of DistressLow
|
Invesco Income is trading at 10.81 as of the 19th of July 2025; that is 0.19% up since the beginning of the trading day. The fund's open price was 10.79. Invesco Income has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund is a fund of funds, and may invest its assets in underlying open-end and closed-end funds advised by Invesco Advisers, Inc. , including exchange-traded funds , and other pooled investment vehicles advised by Invesco Capital Management LLC , or underlying open-end and closed-end funds, including ETFs, and other pooled investment vehicles advised by unaffiliated advisers .. More on Invesco Income Allocation
Moving together with Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Invesco (View all Sectors) |
| Update Date | 30th of June 2025 |
Invesco Income Allocation [ILAAX] is traded in USA and was established 19th of July 2025. Invesco Income is listed under Invesco category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Invesco family. This fund currently has accumulated 542.17 M in assets under management (AUM) with minimum initial investment of 1000 K. Invesco Income Allocation is currently producing year-to-date (YTD) return of 5.32% with the current yeild of 0.05%, while the total return for the last 3 years was 6.16%.
Check Invesco Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Income Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Income Allocation Mutual Fund Constituents
| OIBIX | Oppenheimer Intl Bd | Mutual Fund | World Bond | |
| VUSJX | Invesco Quality Income | Mutual Fund | Intermediate Government | |
| VRP | Invesco Variable Rate | Etf | Preferred Stock | |
| SPVU | Invesco SP 500 | Etf | Large Value | |
| SPHD | Invesco SP 500 | Etf | Large Value | |
| PXLV | Invesco SP 500 | Etf | Large Value | |
| PIFFX | Invesco Multi Asset Income | Mutual Fund | Allocation--30% to 50% Equity | |
| PHB | Invesco Fundamental High | Etf | High Yield Bond |
Invesco Income Allocation Risk Profiles
| Mean Deviation | 0.2498 | |||
| Semi Deviation | 0.1521 | |||
| Standard Deviation | 0.3573 | |||
| Variance | 0.1276 |
Invesco Income Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Income financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Income security.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |