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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | OYMIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | OYMIX vs TSAIX | |
| 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 76. There are 104 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 | 96 | — | Dec 2009 | OYMIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | OYMIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | OYMIX vs FSRRX |
Top Performing OYMIX Alternatives (YTD)
OYMIX is at 8.55% YTD. There are 135 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | OYMIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | OYMIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | OYMIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | OYMIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | OYMIX vs BRUFX |
Lowest Volatility Alternatives to OYMIX
OYMIX has 9.88% 1-year volatility. There are 365 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | OYMIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | OYMIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | OYMIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | OYMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | OYMIX vs CSTAX |
Lowest Drawdown Alternatives to OYMIX
OYMIX has a 1-year max drawdown of -6.14%. There are 245 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 | |
| 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | OYMIX 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 | 38 | 11.50% | — | Oct 2020 | OYMIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | — | OYMIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | OYMIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | OYMIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | OYMIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | OYMIX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | OYMIX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | OYMIX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | OYMIX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | OYMIX vs VADDX |
Often Compared With OYMIX
Investors most often compare OYMIX with FIQDX, BWBIX, OPPAX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
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