9 important things you should know about Invesco MIZAX mutual fund
Updated: October 30, 2021
Bull case

No bull case arguments.

Bear case
Low net assets
Sales load and/or distribution fees

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

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

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

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

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

2. What are MIZAX top holdings?

MIZAX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 75.65% of total assets. Here are the top holdings:

Name Symbol % Assets
Invesco Short Duration Inflation Prot R6 SDPSX 14.74%
Invesco DB Oil DBO 8.81%
Invesco Balanced-Risk Commodity Strat R6 IBRFX 8.43%
iShares US Healthcare ETF IYH 7.66%
Invesco Income R5 AGOIX 6.89%
Invesco Gold & Precious Metals Y IGDYX 6.65%
iShares US Consumer Goods ETF IYK 6.24%
Invesco Global Infrastructure R6 GIZSX 5.62%
Invesco Global Real Estate Income R6 ASRFX 5.41%
Invesco Energy R5 IENIX 5.20%

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

MIZAX has generated the following returns:

  • 1-month return is 0.11%;
  • 3-month return is -0.66%;
  • 1-year return is -0.66%;
  • 3-year return is 1.85%.

4. What is MIZAX dividend yield?

MIZAX yield is %.

5. What is MIZAX minimum initial investment amount?

MIZAX minimum initial investment amount is $1.00K.

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

MIZAX 12b-1 distribution fee is 0.25. MIZAX front-end sales load is 5.5. MIZAX 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 MIZAX? What are MIZAX buy reasons?

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

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

The following are MIZAX weaknesses from our perspective:

  • MIZAX 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 MIZAX review, we covered MIZAX 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.