Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Invesco Select Risk: Conservative Investor Fund | 45% | 0.54% | Invesco Advisers, Inc. |
| 2 | Invesco Select Risk: Moderately Conservative Investor Fund · CMAIX, CAAMX, CACMX, CMARX, CAAYX, CMASX | 39% | 0.59% | Invesco Advisers, Inc. |
| 3 | Invesco Select Risk: Moderate Investor Fund | 31% | 0.55% | Invesco Advisers, Inc. |
| 4 | Invesco Active Allocation Fund | 25% | 0.67% | Invesco Advisers, Inc. |
| 5 | Invesco Select Risk: Growth Investor Fund · AADAX, AADCX, AADRX, AADIX, AADYX, AADSX | 25% | 0.60% | Invesco Advisers, Inc. |
| 6 | Invesco Select Risk: High Growth Investor Fund | 18% | 0.59% | Invesco Advisers, Inc. |
| 7 | Invesco Global Allocation Fund | 17% | 0.89% | Invesco Advisers, Inc. |
| 8 | Invesco Multi-Asset Income Fund · PIAFX, PICFX, PIRFX, PIYFX, IPNFX, PIFFX | 13% | 0.61% | Invesco Advisers, Inc. |
| 9 | PFG Invesco Thematic ESG Strategy diff. adviser | 4% | 2.20% | Pacific Financial Group, LLC |
| 10 | LargeCap Value Fund III · PPSFX, PPSRX, PLVIX, PLVJX diff. adviser | 4% | 0.68% | Principal Global Investors, LLC |
| 11 | AlphaCentric Symmetry Strategy Fund · SYMIX, SYMAX, SYMCX diff. adviser | 4% | 1.72% | AlphaCentric Advisors LLC |
| 12 | First Trust Income Opportunities ETF · FCEF diff. adviser | 4% | 3.69% | First Trust Advisors L.P. |
| 13 | Invesco Technology Fund · ITYAX, ITHCX, FTCHX, FTPIX, ITYYX, ITYRX | 3% | 0.67% | Invesco Advisers, Inc. |
| 14 | Invesco V.I. Main Street Mid Cap Fund | 3% | 0.94% | Invesco Advisers, Inc. |
| 15 | Invesco V.I. Small Cap Equity Fund | 3% | 0.95% | Invesco Advisers, Inc. |
| 16 | Invesco V.I. Health Care Fund | 3% | 0.99% | Invesco Advisers, Inc. |
| 17 | Invesco V.I. Technology Fund | 3% | 0.97% | Invesco Advisers, Inc. |
| 18 | Invesco Global Core Equity Fund · AWSAX, AWSCX, AWSIX, AWSYX, AWSRX | 3% | 0.90% | Invesco Advisers, Inc. |
| 19 | Invesco High Yield Fund · AMHYX, AHYCX, HYINX, AHIYX, AHHYX, HYIFX | 3% | 0.62% | Invesco Advisers, Inc. |
| 20 | Invesco Real Estate Fund · IARAX, IARCX, IARRX, REINX, IARIX, IARYX, IARFX | 3% | 0.95% | Invesco Advisers, Inc. |
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