Morningstar Advisor - April/May 2013 - (Page 11)

ASSET ALLOCATION Our report card is in. And it’s all stars. Overall Morningstar Rating™ based on risk-adjusted returns as of Dec. 31, 2012, and derived from a weighted average of the performance figures associated with its 3-year rating metrics. Ratings shown are for Class A shares of the fund. Risk is three-dimensional. It’s there during recessions, inflation — even bull markets. The managers of Invesco Balanced-Risk Allocation Fund seek to balance risk across asset classes while refining their positions to take advantage of market opportunities. Their proprietary methodology was intentionally designed to prepare for risk in all three dimensions. Learn more about Intentional Investing SM with Invesco Balanced-Risk Allocation Fund: invesco.com/BalancedRisk5. Explore Intentional Investing with Invesco. SM Contact your Invesco representative today. Before investing, investors should carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. For this and more complete information about the fund, investors should contact their advisors for a prospectus and/or summary prospectus or visit invesco.com/fundprospectus. Past performance does not guarantee future results. The fund’s investments in commodities, commodity-linked notes, securities derivatives, futures, foreign securities and investments through a nonregistered subsidiary expose the fund to certain special risks not generally associated with traditional securities. Commodities, derivatives and futures may not be appropriate for all investors. Asset allocation/diversification does not guarantee a profit or eliminate the risk of loss. Source: ©2013 Morningstar Inc. All rights reserved. Morningstar does not represent information contained herein to be accurate, complete or timely. For the 3-year period as of Dec. 31, 2012, the fund was rated 5 stars out of 266 funds. Ratings are based on a risk-adjusted return measure (including the effect of sales charges, loads and redemption fees) that accounts for variation in a fund’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in a category receive 5 stars, the next 22.5% 4 stars, the next 35% 3 stars, the next 22.5% 2 stars and the bottom 10% 1 star. Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages. Ratings for other share classes may differ due to different performance characteristics. Had fees not been waived or expenses reimbursed in the past, fund ratings may have been lower. Invesco Distributors, Inc. http://www.invesco.com/BalancedRisk5 http://www.invesco.com/BalancedRisk5 http://www.invesco.com/fundprospectus

Table of Contents for the Digital Edition of Morningstar Advisor - April/May 2013

Morningstar Advisor - April/May 2013
Contents
Contributors
Letter From the Editor
The Pursuit of Happiness and Financial Advice
What Strategies Do You Use to Control Risk?
Driven to Succeed for Clients and Family
How to Assess a Portfolio’s Bond Risk
Luck, Skill, and Investing
Investments á la Carte
Investment Briefs
Investing’s No- Brainers Have Costs
A Defensive Ride
Risk On/On Risk
The Risk of Being Overconfident
Year of Living Dangerously
The Risk-Parity Approach
A Guide to Mutual Funds Running Risk-Parity Strategies
What Moats Tell Us About Risk
Risk’s Wake-Up Call
Seeing Is Believing
Why Investors Lag the Returns of Their Funds
Liquidity Signals
Pump Them Up
Golden Oldies Keep on Truckin’
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
Our Social Blind Spot

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