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15 important things you should know about MIZCX mutual fund

Updated: Last Wednesday
N/A
Bull Case
  • No Bull case arguments for now!
Bear Case
  • Low net assets
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

  1. Describe AIM Growth Series (Invesco Growth Series): Invesco Multi-Asset Inflation Fund; Class C Shares (MIZCX).
  2. What are MIZCX holdings?
  3. What is MIZCX performance? What are MIZCX historical returns?
  4. How many up and down years did MIZCX have historically?
  5. What is MIZCX dividend yield?
  6. What is MIZCX minimum initial investment amount?
  7. What is MIZCX expense ratio?
  8. Does MIZCX have any sales loads or 12b-1 distribution expenses?
  9. What is MIZCX tax efficiency (tax-cost ratio)?
  10. What is MIZCX beta? How would you assess MIZCX risk?
  11. What is MIZCX Sharpe ratio?
  12. What is MIZCX Finny Score? MIZCX buy or sell?
  13. What are the pros of investing in MIZCX? What are MIZCX buy reasons?
  14. What are the cons of investing in MIZCX? What are MIZCX 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 C Shares (MIZCX).

2. What are MIZCX top holdings?

MIZCX 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 MIZCX performance? What are MIZCX historical returns?

MIZCX has generated the following returns:

  • 3-month return is -0.88%;
  • 1-year return is -2.18%;
  • 3-year return is 1.12%.

4. How many up and down years did MIZCX have historically?

In the last 10 years, MIZCX had 8 up years and 2 down years.

MIZCX up and down years

5. What is MIZCX dividend yield?

MIZCX yield is %.

6. What is MIZCX minimum initial investment amount?

MIZCX minimum initial investment amount is $1.00K.

7. What is MIZCX expense ratio?

MIZCX expense ratio is 1.77%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

MIZCX expenses

8. Does MIZCX have any sales loads or 12b-1 distribution expenses?

MIZCX 12b-1 distribution fee is 1. MIZCX front-end sales load is 0. MIZCX back-end sales load is 1.

9. What is MIZCX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.
MIZCX tax costs

10. What is MIZCX beta? How would you assess MIZCX risk?

  • 3-year beta is 0.97.
MIZCX Beta

11. What is MIZCX Sharpe ratio?

  • 3-year Sharpe ratio is -0.03.
MIZCX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 0 reasons to buy and 3 reasons to sell. Finny Scores are not available if there are insufficient data points from the analysis.

13. What are the pros of investing in MIZCX? What are MIZCX buy reasons?

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

14. What are the cons of investing in MIZCX? What are MIZCX negatives?

The following are MIZCX weaknesses from our perspective:

  • <strong>MIZCX net assets</strong> are $0.17 million. This fund is not a popular choice with retail investors.
  • <strong>MIZCX expense ratio</strong> is 1.77%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the MIZCX review, we covered MIZCX 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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