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Invesco Select Risk: Moderate Investor Fund Class S: (MF: PXMSX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:27 PM ET

$12.12 USD

0.00 (NA)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.31 36
3 months 4.69 43
6 months 9.03 44
1 Year 15.86 54
3 Year 11.77 63
5 Year 5.12 74
10 Year NA NA

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.36
5 Year 4.59
10 Year NA
Since Inception 7.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.89 7.44 4.05 2.32
2024 4.89 -0.80 5.33 -1.08
2023 4.58 2.49 -3.69 8.70
2022 -8.14 -11.19 -5.34 6.65
2021 2.59 4.72 -0.62 3.22

Annual Return

202620252024202320222021
% Total Return 4.3113.368.4012.22-17.6410.21
% Total Return Rel to Index 0.79-4.85-16.61-14.020.56-18.46
% Total Return Rel to Peer -0.01-1.14-1.51-0.93-4.67-1.28
% Perf Quintile vs Peer* 3.003.000.004.004.004.00
% Dividends 0.000.340.400.130.160.27
% Yield 0.002.643.422.981.612.03
Capital Gains ($) 0.000.210.000.000.260.73
Expense Ratio 0.000.260.270.280.280.00

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