Invesco Select Risk: High Growth Investor Fund (OYAIX) 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 OYAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OYAIX
OYAIX charges 0.14% annually. There are 49 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | OYAIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | OYAIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | OYAIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | OYAIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | OYAIX vs VTMFX |
Best Risk-Adjusted Alternatives to OYAIX
OYAIX has a PortfoliosLab risk / return rank of 63. There are 184 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | OYAIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | OYAIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | OYAIX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 92 | — | Sep 2003 | OYAIX vs FMUAX | |
| Davis Appreciation & Income Fund | 92 | — | Apr 1992 | OYAIX vs RPFCX |
Top Performing OYAIX Alternatives (YTD)
OYAIX is at 10.99% YTD. There are 35 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 27.80%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 27.80% | — | Jan 1998 | OYAIX vs EKBAX | |
| ICON Equity Income Fund | 20.37% | — | May 2004 | OYAIX vs IOEZX | |
| Greenspring Fund | 18.32% | — | Jun 1983 | OYAIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.24% | — | Aug 1998 | OYAIX vs MHELX | |
| Bruce Fund | 16.54% | — | Mar 1968 | OYAIX vs BRUFX |
Lowest Volatility Alternatives to OYAIX
OYAIX has 13.34% 1-year volatility. There are 504 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.84% | — | Nov 2003 | OYAIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | OYAIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | OYAIX vs SCLAX | |
| Ave Maria Bond Fund | 2.96% | — | Apr 2003 | OYAIX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | OYAIX vs CSTAX |
Lowest Drawdown Alternatives to OYAIX
OYAIX has a 1-year max drawdown of -8.56%. There are 462 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | OYAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | OYAIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | OYAIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | OYAIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | OYAIX vs CSTAX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 36 | 13.43% | — | Oct 2020 | OYAIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 46 | 12.11% | — | — | OYAIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 7 | 4.36% | — | Jun 2005 | OYAIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 18 | -15.14% | — | Jul 1983 | OYAIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 70 | 16.45% | — | Jun 2001 | OYAIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 71 | 11.92% | — | Oct 1968 | OYAIX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 26 | 6.44% | — | Feb 1988 | OYAIX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 72 | 24.14% | — | Jun 1999 | OYAIX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 64 | 7.21% | — | Aug 1960 | OYAIX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 48 | 12.27% | — | Jul 1997 | OYAIX vs VADDX |
Often Compared With OYAIX
Investors most often compare OYAIX with QQQ, PUDZX, BERIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare OYAIX with Any Fund or Stock
Compare OYAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OYAIX with funds that move differently
Invesco Select Risk: High Growth Investor Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OYAIX.
Explore OYAIX Diversifiers