Use the Intentional Income Finder℠ to generate a customized list of income strategies to consider. Then print or email the personalized report to use with your financial advisor.

Step 1

Determine my income
needs.

Step 2

Identify my biggest challenge
in the current market environment.

Step 3

Choose my top concern
as I look to the future.

Get Started

What income need are you trying to meet today?

Consider the appropriate mix of current income, future growth, and capital preservation.

Step 1
Choose the
best option

Next

What is your biggest challenge in today's market?

Consider income solutions that may perform in today's low-growth and low-rate environment.

Previous Next

What is your top concern as you look to the future?

Consider income strategies that may turn tomorrow's potential outcomes into opportunities.

Previous  My Results

My Results

Below are results based on your selections. Work with your financial advisor to find income options that best meet your needs with an appropriate mix of asset class opportunities. Invesco offers a full suite of income strategies, including mutual funds, ETFs and unit trusts to help meet your investment goals - today and tomorrow.

The income need you are trying to meet today:

Your biggest challenge in today's market:

Your top concern as you look to the future:

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Asset Classes to Consider

Convertible bonds

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CNSAXInvesco Convertible Securities Fund

Mutual Fund

High-yield bonds (municipals and corporates)

Infrastructure

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GIZAXInvesco Global Infrastructure Fund

Mutual Fund

Mortgage-backed securities

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VKMGXInvesco U.S. Mortgage Fund

Mutual Fund

MLPs

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ILPAXInvesco MLP Fund

Mutual Fund

Multi-asset strategies

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ALAAXInvesco Income Allocation Fund

Mutual Fund

MIZAXInvesco Multi-Asset Inflation Fund

Mutual Fund

PIAFXInvesco Premium Income Fund

Mutual Fund

HEDGInflation Hedge Portfolio

Unit Trust

HIAPHigh Income Allocation Portfolio

Unit Trust

Multi-sector fixed income

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SIZAXInvesco Strategic Income Fund

Mutual Fund

SRRAXInvesco Strategic Real Return Fund

Mutual Fund

IUBAXInvesco Unconstrained Bond Fund

Mutual Fund

Real estate income

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ASRAXInvesco Global Real Estate Income Fund

Mutual Fund

Senior loans

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AFRAXInvesco Floating Rate Fund

Mutual Fund

VSLAXInvesco Senior Loan Fund

Mutual Fund

BKLNPowerShares Senior Loan Portfolio

ETF

Short-term bonds

Invesco SolutionsProduct TypeRemove

STBAXInvesco Short Term Bond Fund

Mutual Fund

PVIPowerShares VRDO Tax-Free Weekly Portfolio

ETF

Taxable investment-grade bonds

Source: Invesco analysis. The asset classes shown were analyzed over various market conditions as well as full market cycles, and the groupings illustrated were based on historical factors affecting performance and/or income. Past performance, volatility, and income of an asset class may not be representative of future behavior.

Investments in these strategies are subject to certain risks. There can be no guarantee any investment will be successful. Income levels and volatility will vary with market conditions. Investors should consider their own situation and risk tolerance before investing. Past performance cannot guarantee future results.

Multi-asset strategies are products that include assets from equities as well as multiple income producing strategies.

Equity income strategies are comprised of products that invest in equity securities and seek capital growth and income.

About risk

Prices of equity securities change in response to many factors, including the historical and prospective earnings of the issuer, the value of its assets, general economic conditions, interest rates, investor perceptions and market liquidity.

Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer's board of directors and the amount of any dividend may vary over time.

Fixed-income investments are subject to credit risk of the issuer and the effects of changing interest rates. Interest rate risk refers to the risk that bond prices generally fall as interest rates rise and vice versa. An issuer may be unable to meet interest and/or principal payments, thereby causing its instruments to decrease in value and lowering the issuer's credit rating. High-yield, or junk bonds involve a greater risk of default or price changes due to changes in the credit quality of the issuer.

Market prices of fixed-income securities with intermediate lives generally fluctuate more in response to changes in interest rates than do market prices of municipal securities with shorter lives but generally fluctuate less than market prices of municipal securities with longer lives.

Senior loans are extended by financial institutions to entities of below investment-grade credit quality and are subject to significant credit, valuation and liquidity risk.

Investments in convertible securities are subject to the risks associated with both fixed-income securities, including credit risk and interest rate risk, and common stocks.

The dollar value of foreign investments will be affected by changes in the exchange rates between the dollar and the currencies in which those investments are traded. An investment in emerging market countries carries additional risks compared with more developed economies.

Municipal securities are subject to the risk that litigation, legislation or other political events, local business or economic conditions or the bankruptcy of the issuer could have a significant effect on an issuer's ability to make payments of principal and/ or interest.

Strategies focusing on a single sector are subject to greater risks, and are more greatly impacted by market volatility, than more diversified investments.

Investments in real estate related instruments may be affected by economic, legal, cultural, environmental or technological factors that affect property values, rents or occupancies of real estate. Real estate companies, including REITs or similar structures, tend to be small and mid-cap companies and their shares may be more volatile and less liquid.

Shares of closed-end funds frequently trade at a discount to their net asset value in the secondary market and the net asset value of closed-end fund shares may decrease.

Mortgage- and asset-backed securities are subject to prepayment or call risk, which is the risk that the borrower's payments may be received earlier or later than expected due to changes in prepayment rates on underlying loans. Securities may be prepaid at a price less than the original purchase value.

Preferred stock generally has a preference as to dividends and liquidation over an issuer's common stock but ranks junior to debt securities in an issuer's capital structure. Unlike interest payments on debt securities, preferred stock dividends are payable only if declared by the issuer's board of directors. Preferred stock also may be subject to optional or mandatory redemption provisions.

Most MLPs operate in the energy sector and are subject to the risks generally applicable to companies in that sector, including commodity pricing risk, supply and demand risk, depletion risk and exploration risk. MLPs are also subject the risk that regulatory or legislative changes could eliminate the tax benefits enjoyed by MLPs which could have a negative impact on the after-tax income available for distribution by the MLPs and/or the value of the portfolio’s investments.

Investment in infrastructure-related companies may be subject to high interest costs in connection with capital construction programs, costs associated with environmental and other regulations, the effects of economic slowdown and surplus capacity, the effects of energy conservation policies, governmental regulation and other factors.

The products mentioned are subject to additional specific risks. Please see each product's prospectus for additional information regarding the risks associated with an investment.

About PowerShares

There are risks involved with investing in ETFs, including possible loss of money. Shares are not actively managed and are subject to risks similar to those of stocks, including those regarding short selling and margin maintenance requirements. Ordinary brokerage commissions apply. The Fund's return may not match the return of the Underlying Index.

PowerShares (registered trademark) is a registered trademark of Invesco PowerShares Capital Management LLC (Invesco PowerShares). Invesco PowerShares Capital Management LLC and Invesco Distributors, Inc. are indirect, wholly owned subsidiaries of Invesco Ltd.