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MIZFX Invesco Multi-Asset Inflation R5

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Fund MIZFX Invesco Multi-Asset Inflation R5 PRSIX T. Rowe Price Personal Strat Inc  
100% 85%
Annual Fees
(1.11% Exp. Ratio)
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.45% annual return
$19,786.10 $23,157.47
Est. savings over 30 yrs +$3,371.37
As of 9/30/16
1 YR RETURN 8.82%
3 YR --
5 YR --
10 YR --
1 YR RETURN 9.51%
3 YR 5.27%
5 YR 8.29%
10 YR 5.89%
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 the highest total return over time consistent with a primary emphasis on income and a secondary emphasis on capital growth. The fund invests in a diversified portfolio typically consisting of approximately 40% stocks; 55% bonds, money market securities, and cash reserves; and 5% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (30-50%), bonds and money markets (45-65%), and alternative investments (0-10%).

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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