Invesco Select Risk: Moderate Investor Fund (OYMIX) 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 OYMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OYMIX
OYMIX charges 0.13% annually. There are 44 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 | OYMIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | OYMIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | OYMIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | OYMIX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | OYMIX vs FYMIX |
Best Risk-Adjusted Alternatives to OYMIX
OYMIX has a PortfoliosLab risk / return rank of 78. There are 82 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 | OYMIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | OYMIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | OYMIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | OYMIX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | OYMIX vs AYBLX |
Top Performing OYMIX Alternatives (YTD)
OYMIX is at 9.70% YTD. There are 124 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | OYMIX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | OYMIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | OYMIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | OYMIX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | OYMIX vs SMIFX |
Lowest Volatility Alternatives to OYMIX
OYMIX has 9.63% 1-year volatility. There are 370 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 | OYMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | OYMIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | OYMIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | OYMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | OYMIX vs CSTAX |
Lowest Drawdown Alternatives to OYMIX
OYMIX has a 1-year max drawdown of -6.14%. There are 247 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 | OYMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | OYMIX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | OYMIX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | OYMIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | OYMIX vs SICIX |
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 | 70 | 20.62% | — | Oct 2020 | OYMIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 9.99% | — | — | OYMIX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -2.24% | — | Jul 1983 | OYMIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 22.51% | — | Jun 2001 | OYMIX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 15 | 9.88% | — | Jun 2005 | OYMIX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 60 | 9.89% | — | Oct 1968 | OYMIX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 38 | 6.00% | — | Feb 1988 | OYMIX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 87 | 31.37% | — | Jun 1999 | OYMIX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 61 | 6.48% | — | Aug 1960 | OYMIX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 10.72% | — | Dec 1969 | OYMIX vs OPPAX |
Often Compared With OYMIX
Investors most often compare OYMIX with FIQDX, IOEZX, FSRRX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 88 | 6.68% | — | Oct 2018 | OYMIX vs FIQDX | |
| ICON Equity Income Fund | Diversified Portfolio | 76 | 13.04% | — | May 2004 | OYMIX vs IOEZX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 87 | 6.54% | — | Sep 2005 | OYMIX vs FSRRX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 20 | 5.25% | — | Dec 2017 | OYMIX vs BWBIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 82 | 6.09% | — | Sep 2005 | OYMIX vs FCSRX | |
| Quantified Managed Income Fund | Diversified Portfolio | 5 | -0.50% | — | Aug 2013 | OYMIX vs QBDSX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 81 | 12.91% | — | Dec 2019 | OYMIX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 86 | 6.58% | — | Sep 2005 | OYMIX vs FSIRX | |
| PGIM Real Assets Fund | Diversified Portfolio | 75 | 10.42% | — | Dec 2010 | OYMIX vs PUDZX |
Compare OYMIX with Any Fund or Stock
Compare OYMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OYMIX with funds that move differently
Invesco Select Risk: Moderate Investor Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OYMIX.
Explore OYMIX Diversifiers