AIM Investment Funds (Invesco Investment Funds): Invesco Multi-Asset Income Fund; Class A Shares (PIAFX)

9.59 0.42%
03:44 pm EDT; Powered by IEX
Bull case
5-year return above the benchmark
Bear case
3-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

Bull case

  1. PIAFX 5-year return is 4.12%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 3.48%.

Bear case

  1. PIAFX 3-year return is 4.46%, which is lower than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 5.24%.
  2. PIAFX expense ratio is 0.82%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  3. Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.23%, 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.