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MIZCX Invesco Multi-Asset Inflation C

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Fund MIZCX Invesco Multi-Asset Inflation C AMJVX American Century Multi-Asset Inc Inv AMJWX American Century Multi-Asset Inc R  
Similarity
?
100% 87% 87%
Annual Fees
?
$183.22
(1.77% Exp. Ratio)
$97.30
(0.94% Exp. Ratio)
$149.06
(1.44% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.52% annual return
$16,497.68 $21,234.81 $18,243.97
Est. savings over 30 yrs +$4,737.12 +$1,746.29
Return
As of 12/31/16
1 YR RETURN 9.12%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.56%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.02%
3 YR --
5 YR --
10 YR --
Description
The investment seeks total return, comprised of current income and capital appreciation. The fund invests in a mix of inflation-sensitive asset classes through underlying mutual funds and exchange traded funds (ETFs) as well as individual equity and debt securities. The mutual funds and ETFs in which the fund invests may include those managed by Invesco Advisers, Inc. (Invesco or the Adviser) and its affiliates as well as by unaffiliated advisers (collectively referred to as the underlying funds).
The investment seeks income; long-term capital appreciation is a secondary objective. While the fund is not required to allocate its assets in any fixed proportion, over the long term, the fund's equity allocations are expected to range from approximately 20% to 80% of the fund's assets, and the fund's fixed-income allocations are expected to range from approximately 20% to 80% of the fund's assets. It may invest in affiliated and unaffiliated funds (acquired funds) to an unlimited extent.
The investment seeks income; long-term capital appreciation is a secondary objective. While the fund is not required to allocate its assets in any fixed proportion, over the long term, the fund's equity allocations are expected to range from approximately 20% to 80% of the fund's assets, and the fund's fixed-income allocations are expected to range from approximately 20% to 80% of the fund's assets. It may invest in affiliated and unaffiliated funds (acquired funds) to an unlimited extent.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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