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Invesco International Allocation B (INABX) Fund Ranking and Research

Ranking, Research and Recommendation of Invesco International Allocation B (INABX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Invesco International Allocation B Fund (INABX) ManagerFund Manager - Duy Nguyen

Fund Manager Information

Fund Manager Tenure: 4.5 years
Similar Funds: INACX  INAIX 
Fund Family: Invesco
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

 

Graph of Invesco International Allocation B Fund (INABX) ProfileInvesco International Allocation B Fund (INABX) Profile

Fund Profile and Description

Invesco International Allocation B Fund seeks long-term growth of capital. Invesco International Allocation B Fund is a "fund of funds," and invests its assets in other underlying mutual funds. Invesco International Allocation B Fund seeks to meet its objective by investing its assets in a selection of underlying funds that invest primarily in global or international securities. The underlying funds may invest a portion of their assets in securities of domestic issuers. Invesco International Allocation B Fund's target allocation is to invest 100% of its total assets in underlying funds that invest primarily in equity securities.

 

Invesco International Allocation B (INABX) Fund Strength What we like about Invesco International Allocation B (INABX) Fund

Data for Invesco International Allocation B Fund (INABX) as of May 30, 2016

  • Invesco International Allocation B Fund (INABX) management has been with Invesco International Allocation B Fund for 4.5 years
  • Invesco International Allocation B Fund (INABX) has an annual stock turnover rate of 9.00% vs Foreign Large Blend average of 44.90%. It is good that Invesco International Allocation B management does not trade extensively for its return.

Invesco International Allocation B Fund (INABX) Weakness What we are cautious about Invesco International Allocation B (INABX) Fund

Data for Invesco International Allocation B Fund (INABX) as of May 30, 2016

  • Invesco International Allocation B Fund (INABX) has a less-than-ideal short-term performance (1-year return -12.13% vs -10.09% Foreign Large Blend category median performance)
  • Invesco International Allocation B Fund (INABX) has a less-than-ideal mid-term performance (3-year return -0.79% vs 1.82% Foreign Large Blend category median performance)
  • Invesco International Allocation B Fund (INABX) has a less-than-ideal Long-term performance (5-year return -0.58% vs 1.53% Foreign Large Blend category median performance)
  • Invesco International Allocation B Fund (INABX) ratio of up-years vs down years can be improved
  • Invesco International Allocation B Fund (INABX) has a Morningstar rating of 3 and below
  • Invesco International Allocation B Fund (INABX) does not have a good risk adjusted return as its 3-year Alpha of -1 is worse than category average of 0.9, and its 3-year Sharpe ratio is 0
  • Invesco International Allocation B Fund (INABX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.99 that is higher than category average of 12.81
  • Invesco International Allocation B Fund (INABX) has a higher expense ratio of 1.41% than its Foreign Large Blend average of 1.14%
  • Invesco International Allocation B Fund (INABX) carries a 5% load
See Invesco International Allocation B Fund (INABX) performance details as of May 30, 2016

 

What do you think?

 

Compare Invesco International Allocation B Fund (INABX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Invesco International Allocation B2.41-12.13-0.79-0.58
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Invesco International Allocation B Fund (INABX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Invesco International Allocation B Fund (INABX) Net Asset TrackingInvesco International Allocation B (INABX) Fund Net Asset

Track net asset change of Invesco International Allocation B fund (INABX)

DateNet Asset
05/2016$150.78M
03/2016$151.82M
02/2016$140.16M
More historic net asset information on Invesco International Allocation B Fund (INABX)

  

Graph of Invesco International Allocation B Fund (INABX) Portfolio TrackingInvesco International Allocation B (INABX) Fund Portfolio Allocation

Track portfolio allocation change of Invesco International Allocation B fund (INABX)

DateCashStockBondOther
03/20162.61%95.71%0%1.54%
12/20152.5%97.13%0%0.29%
09/20152.71%96.73%0%0.52%
Click here to see more historic asset allocation information on Invesco International Allocation B Fund (INABX)

 

graph of Invesco International Allocation B Fund (INABX) Top 10 Position TrackingTop 10 Holdings in Invesco International Allocation B (INABX) Fund

Discover what Invesco International Allocation B Fund (INABX) manager is buying

Mar 30, 2016
Invesco International Growth R6 [17.9%]
Invesco Intl Core Equity R6 [17.77%]
PowerShares FTSE RAFI Dev Mkts ex-US ETF [14.71%]
PowerShares S&P Intl Dev Low Volatil ETF [7.49%]
PowerShares FTSE RAFI DvMkt exUS S/M ETF [7.04%]
PowerShares Intl Div Achiev ETF [6.96%]
PowerShares FTSE RAFI Emerging Mkts ETF [6.18%]
Invesco International Small Company R6 [6.12%]
Invesco Developing Markets R6 [6.08%]
Invesco International Companies R6 [4.88%]

Dec 30, 2015
Invesco Intl Core Equity R6 [31.1%]
PowerShares Intl Div Achiev ETF [26.95%]
Invesco International Growth R6 [22.43%]
Invesco International Small Company R6 [9.94%]
Invesco Emerging Markets Equity R6 [4.45%]
Invesco Developing Markets R6 [4.44%]

Sep 29, 2015
Invesco Intl Core Equity R6 [31.04%]
PowerShares Intl Div Achiev ETF [27.08%]
Invesco International Growth R6 [22.63%]
Invesco International Small Company R6 [9.88%]
Invesco Emerging Markets Equity R6 [4.43%]
Invesco Developing Markets R6 [4.19%]
Click here for Stock Holding Change Map in Invesco International Allocation B Fund (INABX)

  

Latest News on Invesco International Allocation B (INABX) Fund

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Invesco International Allocation B Fund (INABX) Related ResourcesSee more information on Invesco International Allocation B (INABX) Fund

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