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CLVGX vs OAAAX

Both CLVGX and OAAAX are mutual funds. Below is the comparison between CLVGX and OAAAX.

CLVGX OAAAX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--70% to 85% Equity U.S. Balanced: Allocation--70% to 85% Equity
Family N/A Invesco
Net Assets N/A $1.96B
Expense Ratio N/A 0.44%
Management Style active active
Dividend Yield N/A 0.82%
Minimum Investment $100,000.00 $3,000.00
YTD Return N/A 10.82%
1-Year Return N/A 2.71%
3-Year Return N/A 10.98%
5-Year Return N/A 10.81%
10-Year Return N/A 8.58%

CLVGX description

null

CLVGX performance & returns

YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
CLVGX expense ratio is N/A.

CLVGX holdings

Top 10 Holdings (5.12% of Total Assets)

Name Symbol % Assets
Virtus Newfleet Multi-Sect Intrmdt Bd R6 N/A 5.12%

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OAAAX description

The Fund seeks long-term growth of capital with a secondary objective of current income by allocating its assets with following target weightings: fixed income, 20%, U.S. equity, 40%; other asset classes, 5%; and tactical allocation component, 20% of net assets.

OAAAX performance & returns

YTD Return 10.82%
1-Month Return 0.74%
3-Month Return 2.71%
1-Year Return 2.71%
3-Year Return 10.98%
5-Year Return 10.81%
10-Year Return 8.58%
OAAAX expense ratio is 0.44%.

OAAAX holdings

Top 10 Holdings (71.07% of Total Assets)

Name Symbol % Assets
Invesco Global R6 OGLIX 10.66%
Invesco MainStrt SmCp R6 OSSIX 9.83%
Invesco S&P SmallCap Low Volatility ETF XSLV 8.98%
Invesco Russell 1000® Dynamic Mltfct ETF OMFL 7.55%
Invesco Core Plus Bond R6 CPBFX 7.34%
Invesco Discv Mid Cap Gr R6 OEGIX 7.00%
Invesco S&P 500® Low Volatility ETF SPLV 6.56%
Invesco S&P 500® Pure Growth ETF RPG 6.06%
Invesco International Select Equity R6 IZISX 3.56%
Invesco Intl Sml-Mid Com R6 OSCIX 3.53%

Other relevant OAAAX comparisons

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