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Invesco Select Risk: Moderate Investor Fund Class Y: (MF: OYMIX)

(NASDAQ Mutual Funds) As of Oct 16, 2025 05:37 PM ET

$12.45 USD

+0.02 (0.16%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 10.97 61
3 months 4.10 67
6 months 11.87 51
1 Year 9.85 53
3 Year 13.05 60
5 Year 6.73 64
10 Year 6.77 59

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -48.01
Bull Market (2/09 - 3/21) 295.15

Load Adjusted Returns as of Sep 30, 2025

1 Year 9.85
5 Year 6.73
10 Year 6.77
Since Inception 4.99

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.80 7.46 4.10 NA
2024 4.94 -0.71 5.28 -1.01
2023 4.65 2.57 -3.66 8.68
2022 -8.08 -11.10 -5.39 6.65
2021 2.65 4.77 -0.61 3.28
2020 -17.87 15.55 5.06 12.32

Annual Return

20252024202320222021202020192018201720162015
% Total Return 10.978.6012.40-17.5410.3912.0020.23-6.7615.434.94-1.03
% Total Return Rel to Index -3.86-16.42-13.840.65-18.28-6.39-11.25-2.37-6.36-6.99-2.42
% Total Return Rel to Peer -0.89-1.31-0.75-4.58-1.101.313.03-0.261.97-1.321.31
% Perf Quintile vs Peer* 0.000.004.004.004.003.003.003.003.004.002.00
% Dividends 0.000.420.140.180.290.200.380.230.250.200.10
% Yield 0.003.543.701.752.161.452.801.961.991.760.96
Capital Gains ($) 0.000.000.000.260.731.130.940.130.000.000.00
Expense Ratio 0.120.120.130.130.110.080.790.170.190.190.19

* 1 = Top 20%, 5 = Bottom 20%