- What does QGRCX invest in?
- This fund diversifies its portfolio across a global spectrum of stocks, bonds, and other investment vehicles, including exchange-traded funds. It maintains broad investment flexibility, with no geographical constraints, and can allocate any portion of its assets to U.S. or international markets, including securities from developing and emerging economies. The fund has the latitude to invest in all types of debt instruments, with diverse durations and maturities. This can extend to speculative-grade, lower-rated bonds, and even distressed debt.
- What is the expense ratio of QGRCX?
- An expense ratio for Invesco Global Allocation Fund (QGRCX) is not available from our data sources. Neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is QGRCX?
- Invesco Global Allocation Fund (QGRCX) manages $1.01B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is QGRCX actively managed or an index fund?
- QGRCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was QGRCX launched?
- Invesco Global Allocation Fund (QGRCX) launched in September 1993 and is managed by Invesco.
- How has QGRCX performed?
- QGRCX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
