Invesco Select Risk: Conservative Investor Fund (OYCIX) 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 OYCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OYCIX
OYCIX charges 0.17% annually. There are 60 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 | OYCIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | OYCIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | OYCIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | OYCIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | OYCIX vs BWBIX |
Best Risk-Adjusted Alternatives to OYCIX
OYCIX has a PortfoliosLab risk / return rank of 77. There are 91 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 | OYCIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | OYCIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | OYCIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | OYCIX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | OYCIX vs AYBLX |
Top Performing OYCIX Alternatives (YTD)
OYCIX is at 4.12% YTD. There are 426 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | OYCIX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | OYCIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | OYCIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | OYCIX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | OYCIX vs SMIFX |
Lowest Volatility Alternatives to OYCIX
OYCIX has 5.22% 1-year volatility. There are 60 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | OYCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | OYCIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | OYCIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | OYCIX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | OYCIX vs CSTAX |
Lowest Drawdown Alternatives to OYCIX
OYCIX has a 1-year max drawdown of -3.36%. There are 29 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 | OYCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | OYCIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | OYCIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | OYCIX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | OYCIX vs FSRKX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 71 | 20.39% | — | Oct 2020 | OYCIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 10.14% | — | — | OYCIX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -3.25% | — | Jul 1983 | OYCIX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | OYCIX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 85 | 24.13% | — | Jun 2001 | OYCIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 63 | 10.38% | — | Oct 1968 | OYCIX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 32.95% | — | Jun 1999 | OYCIX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 5.31% | — | Feb 1988 | OYCIX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 63 | 6.66% | — | Aug 1960 | OYCIX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 9.69% | — | Dec 1969 | OYCIX vs OPPAX |
Often Compared With OYCIX
Investors most often compare OYCIX with SPHD, SIFAX, IOEZX. These 19 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare OYCIX with Any Fund or Stock
Compare OYCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OYCIX with funds that move differently
Invesco Select Risk: Conservative Investor Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OYCIX.
Explore OYCIX Diversifiers