Invesco Active Allocation Fund (OAAYX) Alternatives
Invesco Active Allocation Fund (OAAYX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OAAYX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OAAYX
OAAYX charges 0.23% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among OAAYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | OAAYX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | OAAYX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | OAAYX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | OAAYX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | OAAYX vs BWBIX |
Best Risk-Adjusted Alternatives to OAAYX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | OAAYX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | OAAYX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | OAAYX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | OAAYX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | OAAYX vs PMAIX |
Top Performing OAAYX Alternatives (YTD)
OAAYX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | OAAYX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | OAAYX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | OAAYX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | OAAYX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | OAAYX vs TPDAX |
Lowest Volatility Alternatives to OAAYX
OAAYX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | OAAYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | OAAYX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | OAAYX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | OAAYX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | OAAYX vs SICIX |
Lowest Drawdown Alternatives to OAAYX
OAAYX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | OAAYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | OAAYX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | OAAYX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | OAAYX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | OAAYX vs SICIX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 61 | -5.88% | Oct 13, 2020 | OAAYX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 31 | 0.54% | — | OAAYX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 22 | -9.70% | Jun 23, 2005 | OAAYX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 94 | 6.89% | Jul 18, 1983 | OAAYX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 41 | 0.00% | Oct 7, 1968 | OAAYX vs ACSTX | |
| Invesco Global Fund | Global Equities | 14 | -9.72% | Dec 21, 1969 | OAAYX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 26 | -6.99% | Feb 3, 1988 | OAAYX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 62 | 0.54% | Aug 2, 1960 | OAAYX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 32 | 0.61% | Jul 28, 1997 | OAAYX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 5.98% | Jun 25, 2001 | OAAYX vs VVOAX |
Often Compared With OAAYX
What investors most often compare with OAAYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | OAAYX vs VOO | |
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | OAAYX vs QQQ | |
| Concorde Wealth Management Fund | Diversified Portfolio | 86 | 9.02% | Dec 3, 1987 | OAAYX vs CONWX | |
| Quantified Managed Income Fund | Diversified Portfolio | 19 | -0.38% | Aug 8, 2013 | OAAYX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 14 | 6.72% | Dec 30, 1999 | OAAYX vs WWWEX |
Compare OAAYX with Any Fund or Stock
Compare OAAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.