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Nasdaq - Delayed Quote USD
Invesco Balanced-Risk Commodity Strat C (BRCCX)
5.64
-0.23
(-3.92%)
At close: April 4 at 8:00:08 PM EDT
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Shareholders Services Group
- Merrill Lynch
- Schwab Institutional Only
- Raymond James
- Raymond James WRAP Eligible
- Sterne, Agee & Leach, Inc.,
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- MSWM Brokerage
- H Beck Inc.
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
Fund Summary
The fund invests, under normal conditions, in derivatives and other commodity-linked instruments whose performance is expected to correspond to the performance of the underlying commodity, without investing directly in physical commodities. It seeks to achieve its investment objective by investing in derivatives and other commodity-linked instruments that provide exposure to the following four sectors of the commodities markets: agricultural/livestock, energy, industrial metals and precious metals.
Fund Overview
| Category | Commodities Broad Basket |
| Fund Family | Invesco |
| Net Assets | 923.39M |
| YTD Return | 5.99% |
| Yield | 1.75% |
| Morningstar Rating | |
| Inception Date | Nov 30, 2010 |
Performance & Risk
| YTD Return | 3.35% |
| 5y Average Return | 13.04% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
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