OAACX – Invesco Active Allocation C Investment Strategy | Morningstar

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Strategy

The investment seeks total return. The fund generally invests between 70% and 85% of its assets in equity funds. Such funds invest in equity securities of domestic and foreign companies, including small, medium and large market capitalization companies, and growth and value stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OAAYX	Invesco Active Allocation Fund Class Y	Institutional	Open			Apr 5, 2005	$26.86M	0.690%	Below Average	$1,000	−$1.66M
OAAAX	Invesco Active Allocation Fund Class A	Front Load	Open			Apr 5, 2005	$1.73B	0.930%	Below Average	$1,000	−$71.91M
OAACX	Invesco Active Allocation Fund Class C	Level Load	Open			Apr 5, 2005	$124.18M	1.690%	Average	$1,000	−$16.82M
PAAJX	Invesco Active Allocation Fund Class R5	Retirement, Large	Limited			May 24, 2019	$45,815.00	0.700%	Above Average	$1M	−$252.75
PAAQX	Invesco Active Allocation Fund Class R6	Retirement, Large	Open			May 24, 2019	$905,622.00	0.630%	Average	$1M	−$226,809.58
OAANX	Invesco Active Allocation Fund Class R	Retirement, Medium	Open			Apr 5, 2005	$166.20M	1.190%	Average	$1,000	−$6.04M

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