IBRFX Mutual Fund

IBRFX Mutual Fund (Invesco Balanced-Risk Commodity Strategy Fund R6) is managed by Invesco (US) with $19.0M in net assets. IBRFX expense ratio is 0.98%, holding 39 positions across sectors including Financials. Inception date: 2012-09-24.

IBRFX performance shows a YTD return of 38.03%. The 1-year return is 47.55% and the 5-year return is 13.36%. IBRFX dividend yield stands at 7.05%.

IBRFX top holdings include Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (29.6%), Invesco Government & Agency Portfolio, Institutional Class (15.9%), Invesco Us Dollar Liquidity Portfolio (11.6%), United States Treasury 3.746200% 3.7462 2028-04-30 (6.4%), Us Tsy Frn 01/31/28 Govt (6.4%). Go to all IBRFX holdings, IBRFX sectors, or IBRFX dividends.

IBRFX can be compared against other funds. Use IBRFX overlap to find shared positions, or IBRFX vs another fund for a side-by-side view. IBRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.