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10 important things you should know about Invesco IANAX mutual fund

Updated: October 10, 2021
Bull Case
  • No Bull case arguments for now!
Bear Case
  • Low net assets
  • Sales load and/or distribution fees

Before we start: if you’re looking for IANAX “stock” price, you can quickly find it out by visiting Finny and typing "IANAX quote". If you’re looking for a quick scoop on IANAX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IANAX". You’ll get all this info in one place.

Are you looking to buy or sell IANAX? Or perhaps you’re looking for IANAX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this IANAX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: IANAX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: IANAX buy or sell; the pros and cons of investing in IANAX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to IANAX.

And here is the list of questions we’ll answer:

  1. Describe AIM Growth Series (Invesco Growth Series): Invesco Balanced-Risk Retirement Now Fund; Class A Shares (IANAX).
  2. What are IANAX holdings?
  3. What is IANAX performance? What are IANAX historical returns?
  4. What is IANAX dividend yield?
  5. What is IANAX minimum initial investment amount?
  6. Does IANAX have any sales loads or 12b-1 distribution expenses?
  7. What is IANAX Finny Score? IANAX buy or sell?
  8. What are the pros of investing in IANAX? What are IANAX buy reasons?
  9. What are the cons of investing in IANAX? What are IANAX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AIM Growth Series (Invesco Growth Series): Invesco Balanced-Risk Retirement Now Fund; Class A Shares (IANAX).

2. What are IANAX top holdings?

IANAX has 0 stock holdings and 0 bond holdings.

The top 3 holdings represent 100.52% of total assets. Here are the top holdings:

Name Symbol % Assets
Invesco Balanced-Risk Allc R6 ALLFX 59.60%
Invesco Shrt-Trm Inv Gov&Agcy Instl AGPXX 24.55%
Invesco Shrt-Trm Inv Treasury Instl TRPXX 16.37%

3. What is IANAX performance? What are IANAX historical returns?

IANAX has generated the following returns:

  • 1-month return is 0.07%;
  • 3-month return is 3.70%;
  • 1-year return is 3.70%;
  • 3-year return is 4.56%;
  • 5-year return is 3.52%.

4. What is IANAX dividend yield?

IANAX yield is %.

5. What is IANAX minimum initial investment amount?

IANAX minimum initial investment amount is $1.00K.

6. Does IANAX have any sales loads or 12b-1 distribution expenses?

IANAX 12b-1 distribution fee is 0.25. IANAX front-end sales load is 5.5. IANAX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 0 reasons to buy and 2 reasons to sell. Finny Scores are not available if there are insufficient data points from the analysis.

8. What are the pros of investing in IANAX? What are IANAX buy reasons?

We don't see any strong reasons to buy IANAX.

9. What are the cons of investing in IANAX? What are IANAX negatives?

The following are IANAX weaknesses from our perspective:

  • IANAX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.5%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
In the IANAX review, we covered IANAX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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