Invesco Select Risk: Conservative Investor Fund (OYCIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OYCIX
OYCIX charges 0.17% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among OYCIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | OYCIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | OYCIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | OYCIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | OYCIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | OYCIX vs BWBIX |
Best Risk-Adjusted Alternatives to OYCIX
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 | OYCIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | OYCIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | OYCIX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | OYCIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | OYCIX vs PMAIX |
Top Performing OYCIX Alternatives (YTD)
OYCIX 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 | OYCIX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | OYCIX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | OYCIX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | OYCIX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | OYCIX vs TPDAX |
Lowest Volatility Alternatives to OYCIX
OYCIX 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 | OYCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | OYCIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | OYCIX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | OYCIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | OYCIX vs SICIX |
Lowest Drawdown Alternatives to OYCIX
OYCIX 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 | OYCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | OYCIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | OYCIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | OYCIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | OYCIX 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 | OYCIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 31 | 0.54% | — | OYCIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 22 | -9.70% | Jun 23, 2005 | OYCIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 94 | 6.89% | Jul 18, 1983 | OYCIX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 41 | 0.00% | Oct 7, 1968 | OYCIX vs ACSTX | |
| Invesco Global Fund | Global Equities | 14 | -9.72% | Dec 21, 1969 | OYCIX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 26 | -6.99% | Feb 3, 1988 | OYCIX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 62 | 0.54% | Aug 2, 1960 | OYCIX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 32 | 0.61% | Jul 28, 1997 | OYCIX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 5.98% | Jun 25, 2001 | OYCIX vs VVOAX |
Often Compared With OYCIX
What investors most often compare with OYCIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P 500® High Dividend Low Volatility ETF | S&P 500, Dividend | 17 | 4.26% | Oct 18, 2012 | OYCIX vs SPHD | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | Diversified Portfolio | 89 | 8.96% | Apr 8, 2012 | OYCIX vs SIFAX |
Compare OYCIX with Any Fund or Stock
Compare OYCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.