Fund name Inception Date Max load
(%)
Gross annual
expenses (%)
Avg. annual total returns (%) as of 08/31/2020
Since Incept.* YTD 1 Yr 3 Yr 5 Yr 10 Yr
Balanced - Global Balanced - Class A
08/27/2015 5.50 1.28 5.40 -1.06 7.22 2.58 5.48 N/A
10/31/2005 5.50 0.96 5.18 -3.07 0.46 2.79 4.67 5.75
12/14/2011 5.50 0.98 4.89 -8.36 -5.59 0.88 4.44 N/A
Balanced - Target Maturity - Class A
01/31/2007 5.50 1.49 3.40 0.34 2.87 2.87 4.08 4.83
01/31/2007 5.50 1.70 3.57 0.12 3.88 3.67 5.47 5.69
01/31/2007 5.50 1.96 3.67 0.38 4.78 4.21 6.31 6.16
01/31/2007 5.50 2.18 3.80 0.79 5.67 4.77 7.12 6.61
01/31/2007 5.50 2.08 2.78 0.37 2.89 2.81 3.59 3.55
12/29/2017 5.50 24.14 2.72 -2.33 1.40 N/A N/A N/A
12/29/2017 5.50 13.02 3.86 0.97 4.66 N/A N/A N/A
12/29/2017 5.50 7.50 4.91 3.63 7.44 N/A N/A N/A
12/29/2017 5.50 7.79 4.72 2.66 7.78 N/A N/A N/A
12/29/2017 5.50 38.30 4.91 2.94 9.30 N/A N/A N/A
12/29/2017 5.50 11.75 4.32 1.43 8.57 N/A N/A N/A
12/29/2017 5.50 13.30 4.14 -0.66 7.30 N/A N/A N/A
12/29/2017 5.50 11.89 4.26 -1.12 7.39 N/A N/A N/A
12/29/2017 5.50 40.33 4.51 -0.66 8.32 N/A N/A N/A
12/29/2017 5.50 19.88 3.73 -3.08 6.11 N/A N/A N/A
12/29/2017 5.50 24.20 4.84 -0.83 8.67 N/A N/A N/A
12/29/2017 5.50 22.13 2.80 -2.17 1.56 N/A N/A N/A
Balanced - Target Risk - Class A
04/05/2005 5.50 1.20 4.96 -0.14 9.04 5.49 6.92 8.04
04/05/2005 5.50 1.05 2.65 2.64 6.10 4.41 4.90 5.07
04/30/2004 5.50 1.05 5.74 -0.70 6.88 5.05 6.74 7.61
04/05/2005 5.50 1.16 6.44 -0.44 10.85 5.43 7.55 9.23
04/05/2005 5.50 1.00 4.15 1.07 8.60 5.59 6.43 7.22
04/29/2005 5.50 0.99 4.53 1.94 5.81 4.39 4.95 5.42
Balanced - US Balanced - Class A
08/03/1960 5.50 0.80 9.88 -3.59 3.53 3.52 5.95 8.57

* Returns are cumulative for funds with less than one year of performance.

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.

Performance shown at NAV does not include applicable front-end or CDSC 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.

Had fees not been waived and/or expenses reimbursed currently or in the past, returns would have been lower.

1 As the result of a reorganization on May 24, 2019, the returns of the fund for periods on or prior to May 24, 2019 reflect performance of the Oppenheimer predecessor fund. Share class returns will differ from the predecessor fund due to a change in expenses and sales charges.

2 Effective May 15, 2020, Invesco Oppenheimer Portfolio Series: Active Allocation Fund was renamed Invesco Active Allocation Fund.

3 Effective Feb. 28, 2020, the Fund's name and investment strategy changed. The Fund's name change from Invesco Oppenheimer Global Multi-Asset Growth Fund to Invesco Advantage International Fund, and its investment strategy changed to invest primarily in international equity securities and other types of investments, including derivatives. Results prior to Feb. 28, 2020, reflect the performance of the Fund's previous strategy.

4 Had fees not been waived and/or expenses reimbursed currently or in the past, returns would have been lower.

5 Effective May 15, 2020, Invesco Oppenheimer Portfolio Series: Conservative Investor Fund was renamed Invesco Select Risk: Conservative Investor Fund.

6 Effective May 15, 2020, Invesco Growth Allocation Fund was renamed Invesco Select Risk: Growth Investor Fund.

7 Effective May 15, 2020, Invesco Oppenheimer Portfolio Series: Growth Investor Fund was renamed Invesco Select Risk: High Growth Investor Fund.

8 Effective May 15, 2020, Invesco Oppenheimer Portfolio Series: Moderate Investor Fund was renamed Invesco Select Risk: Moderate Investor Fund.

9 Effective May 15, 2020, Invesco Conservative Allocation Fund was renamed Invesco Select Risk: Moderately Conservative Investor Fund.