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10.88
+0.02
+0.18%
15/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 49.99M
Invesco Moderate Allocation C
10.88
+0.02
+0.18%
- Overview
- Profile
- Historical Data
- Holdings
Invesco Moderate Allocation Fund Class C Overview
On this page you'll find an in-depth profile of Invesco Moderate Allocation Fund Class C. Learn about the key management, total assets, investment strategy and contact information of AMKCX among other information.
Investment Strategy
The investment seeks total return consistent with a moderate level of risk relative to the broad stock market. The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by Invesco Advisers, Inc. and exchange-traded funds and other pooled investment vehicles. Its target allocation is to invest approximately 50%-70% of its total assets in underlying funds that invest primarily in equity securities, approximately 30%-50% of its total assets in underlying funds that invest primarily in fixed-income securities and approximately 5%-20% of its total assets in alternative asset classes.
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 |
|---|---|---|---|
| Jacob Borbidge | - | 2016 | Now |
| Biography | Jake serves as Head of Research for Invesco Global Solutions Development and Implementation. He spent 10 years as an analyst for the Invesco Global Quantitative Strategies team. He oversees a research team of three quantitative research analysts: Jung Hwang, Marc Shmerling, and Greg Chen. | ||
| Duy Nguyen | Portfolio Manager | 2016 | Now |
| Biography | Duy 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. | ||
| Mark Ahnrud | Portfolio Manager | 2010 | 2016 |
| Biography | Mark currently serves as a Portfolio Manager for Invesco's Global Asset Allocation team. Mark joined Invesco in 2000 and the Global Asset Allocation team in 2002. Mark began his investment career in 1985 and was a fixed income portfolio manager with Bank of America prior to joining Invesco. Mark received his BS in Finance and Investments from Babson College. He received his MBA from the Fuqua School of Business at Duke University with a concentration in Finance and Real Estate Investment. Mark holds the Chartered Financial Analyst designation. | ||
| Scott E. Wolle | Portfolio Manager | 2010 | 2016 |
| Biography | Scott Wolle is a portfolio manager and chief investment officer (CIO) of Invesco Global Asset Allocation. Mr. Wolle joined Invesco in 1999 and became affiliated with the Global Asset Allocation team in 2000. He began his investment management career in 1991 and was with Bank of America prior to joining Invesco. Mr. Wolle earned a Bachelor of Science in finance from Virginia Polytechnic Institute and State University, graduating magna cum laude. He earned a MBA from the Fuqua School of Business at Duke University where he earned the distinction of Fuqua Scholar. He is a CFA charterholder. | ||
| Chris W. Devine | Portfolio Manager | 2010 | 2016 |
| Biography | Chris Devine joined Invesco in 1998 and became affiliated with the Global Asset Allocation team in January 2003. He is responsible for portfolio construction, risk management, trading and derivative management. He began his investment management career in 1996 and was with The Robinson-Humphrey Co. prior to joining Invesco. Mr. Devine earned a Bachelor of Arts degree in economics from Wake Forest University and a Master of Business Administration degree from the University of Georgia. He is a CFA charterholder. | ||
| Christian Ulrich | Portfolio Manager | 2010 | 2016 |
| Biography | Christian currently serves as a Portfolio Manager for the IGAA team. Christian joined Invesco in 2000 and the Global Asset Allocation team in 2009. Prior to affiliating as a Portfolio manager with IGAA team, Christian served as a client portfolio manager for Invesco Global Asset Management. Christian began his investment career in 1987 and was with Credit Suisse Group AG where he had assignments in Zurich, New York and London.Christian graduated from the KV Zurich Business School in Zurich, Switzerland, and holds the CFA designation. | ||
| Scott Hixon | Portfolio Manager | 2010 | 2016 |
| Biography | Scott Hixon joined Invesco in 1994 and became affiliated with the Global Asset Allocation team in 1997. He is responsible for the fundamental research, quantitative modeling and portfolio investment decisions for asset classes and currencies. Mr. Hixon began his investment management career in 1992 and was with SunTrust Bank prior to joining Invesco. He earned a Bachelor of Business Administration in finance, graduating magna cum laude from Georgia Southern University. He earned an M.B.A. in finance from Georgia State University. Mr. Hixon is a CFA charterholder. | ||
| Gary K. Wendler | Managing Director | 2005 | 2010 |
| 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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