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10.41
-0.05
-0.48%
- Morningstar Rating:
- Total Assets: 17.87M
Invesco Income Allocation C
10.41
-0.05
-0.48%
- Overview
- Profile
- Historical Data
- Holdings
Invesco Income Allocation Fund Class C Overview
On this page you'll find an in-depth profile of Invesco Income Allocation Fund Class C. Learn about the key management, total assets, investment strategy and contact information of CLIAX among other information.
Investment Strategy
The investment seeks current income and, secondarily, growth of capital. The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by the adviser and ETFs and other pooled investment vehicles. It invests its assets in a selection of underlying funds which invest primarily in international or domestic equities, fixed-income securities or real estate investment trusts. The fund's target allocation is to invest 60%-70% of its total assets in underlying funds that invest primarily in fixed-income securities and 30%-40% of its total assets in underlying funds that invest primarily in equity securities, including REITs.
Contact Information
Address
11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Houston,TX 77046
United States
Phone
(800) 659-1005
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Alessio de Longis | Portfolio Manager | 2023 | Now |
| Biography | Alessio de Longis, CFA, Portfolio Manager, who has been responsible for the Fund since 2021 and has been associated with Invesco and/or its affiliates since 2019. Prior to joining Invesco, Mr. de Longis has been a Vice President of OppenheimerFunds, Inc. since June 2010. He was an Assistant Vice President of the OppenheimerFunds, Inc. from May 2009 to June 2010, a Senior Research Analyst of OppenheimerFunds, Inc. from January 2008 to June 2010, an Intermediate Research Analyst of OppenheimerFunds, Inc. from January 2006 to January 2008 and a Junior Analyst with OppenheimerFunds, Inc. from February 2004 to January 2006. | ||
| Jeffrey Bennett | Vice President | 2020 | Now |
| Biography | Jeff Bennett is a Senior Portfolio Manager and Head of Manager Selection for the Invesco Investment Solutions team, which provides customized multi-asset investment strategies for institutional and retail clients. Mr. Bennett joined Invesco when the firm combined with OppenheimerFunds in 2019. Prior to joining Invesco, he was a senior portfolio manager and manager due diligence specialist in the OppenheimerFunds Global Multi-Asset Group (GMAG). | ||
| Jacob Borbidge | Head of Research | 2016 | 2023 |
| Biography | Blank | ||
| Duy Nguyen | Vice President | 2014 | 2023 |
| Biography | Duy Nguyen, CFA, serves as Chief Investment Officer and Portfolio Manager for Invesco Global Solutions Development and Implementation. He has been with Invesco since 2000, most recently on the Invesco Global Quantitative Strategies team. Previously, he was assistant vice president and quantitative equity analyst with Van Kampen American Capital, and vice president and director of quantitative services for FactSet Research Systems. | ||
| Gary K. Wendler | Accountant | 2005 | 2014 |
| Biography | Gary Wendler is managing director and head of Product Development and Investment Performance/Risk. Mr. Wendler joined Invesco in 1995 as manager of Marketing Research and Analysis. He was promoted to director of the group in January 2004. Later in 2004, the group expanded its scope to include Invesco’s retail product development and management functions and was renamed Product Marketing and Research. Mr. Wendler’s responsibilities expanded in 2008 to include Global Investment Performance/Risk. He assumed his current responsibilities in 2009 as Head of Product Development and Investment Performance/Risk, which encompasses four functions — Investment Performance/Risk, Product Development, Product and Market Research, and Investment Services. Under the direction of Mr. Wendler, this group supports Invesco’s emphasis on investment excellence and product quality by taking leadership responsibility for: product-line design, including researching, developing and project managing new product ideas and product line changes; investment performance measurement and risk, including evaluating portfolio risk and returns versus both expectations and industry competitors; and monitoring portfolio results for Invesco’s investment leadership, executive leadership and boards of directors. Prior to joining Invesco, Mr. Wendler was assistant portfolio manager of fi xed income funds at Transamerica Funds from 1993 to 1995. Mr. Wendler also served as assistant vice president of Product Information from 1992 to 1993 and manager of Product Information from 1990 to 1992. He began his career in the investment industry in 1986 as a fund accountant for Criterion Investments. Mr. Wendler earned a Bachelor of Business Administration degree in fi nance from Texas A&M University. | ||
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