Fund name Inception Date Prices & YTD Returns as of 11/04/2025 Gross annual
expenses (%)
Net Fund
Expenses (%)
NAV ($) Change ($) YTD (%)
Balanced - Global Balanced - Class C
Invesco Income Allocation Fund
CLIAX
10/31/2005 11.16 -0.04 8.96 1.66 1.66
Invesco Multi-Asset Income Fund
PICFX
12/14/2011 8.07 -0.04 8.20 1.74 1.72
Balanced - Target Risk - Class C
Invesco Active Allocation Fund
OAACX
04/05/2005 14.85 -0.16 12.59 1.74 1.74
Invesco Select Risk: Conservative Investor Fund
OCCIX
04/05/2005 9.03 -0.03 7.50 1.65 1.65
Invesco Select Risk: Growth Investor Fund
AADCX
04/30/2004 16.63 -0.18 12.52 1.71 1.71
Invesco Select Risk: High Growth Investor Fund
OCAIX
04/05/2005 15.32 -0.18 13.23 1.67 1.67
Invesco Select Risk: Moderate Investor Fund
OCMIX
04/05/2005 11.96 -0.10 10.54 1.62 1.62
Invesco Select Risk: Moderately Conservative Investor Fund
CACMX
04/29/2005 11.24 -0.07 8.87 1.69 1.69
Balanced - US Balanced - Class C
Invesco Equity and Income Fund
ACERX
07/06/1993 10.89 -0.04 8.05 1.52 1.51

Performance quoted is past performance and cannot guarantee comparable future results; current performance may be lower or higher. Investment return and principal value will vary so that you may have a gain or a loss when you sell shares.

No contingent deferred sales charge (CDSC) will be imposed on redemptions of Class C shares following one year from the date shares were purchased. Performance shown at NAV does not include sales charges, which would have reduced the performance.

Performance figures reflect reinvested distributions and changes in net asset value (NAV) and the effect of the maximum sales charge unless otherwise stated.
 

YTD returns are cumulative.