Invesco Income Allocation Fund Q4 2024 Commentary
2025-03-19 10:10:00 ET
Summary
- Within fixed income, only variable- and floating-rate exposure added to absolute return.
- Within equities, US stocks and large-cap growth performed well, while international, mid/small-cap and value-oriented strategies lagged.
- Effects of the fund’s asset allocation decisions, including an overweight in equities relative to fixed income, were largely muted.
- Selection among international fixed income and variable rate fixed income managers was positive.
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