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Trending ETFs

MassMutual Balanced Fund

mutual fund
MBBIX
Payout Change
Pending
Price as of:
$12.24 -0.89 -6.78%
primary theme
U.S. Balanced Allocation
share class
Admin (MMBLX) S (MBAYX) I (MBBIX) Y (MMNVX) R5 (MBLDX) A (MMBDX) R4 (MBBRX) R3 (MMBRX)
MBBIX (Mutual Fund)

MassMutual Balanced Fund

Payout Change
Pending
Price as of:
$12.24 -0.89 -6.78%
primary theme
U.S. Balanced Allocation
share class
Admin (MMBLX) S (MBAYX) I (MBBIX) Y (MMNVX) R5 (MBLDX) A (MMBDX) R4 (MBBRX) R3 (MMBRX)
MBBIX (Mutual Fund)

MassMutual Balanced Fund

Payout Change
Pending
Price as of:
$12.24 -0.89 -6.78%
primary theme
U.S. Balanced Allocation
share class
Admin (MMBLX) S (MBAYX) I (MBBIX) Y (MMNVX) R5 (MBLDX) A (MMBDX) R4 (MBBRX) R3 (MMBRX)

Name

As of 12/12/2024

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

MassMutual Balanced Fund

MBBIX | Fund

$12.24

$106 M

1.49%

$0.20

0.77%

Vitals

YTD Return

9.1%

1 yr return

9.9%

3 Yr Avg Return

0.7%

5 Yr Avg Return

7.7%

Net Assets

$106 M

Holdings in Top 10

23.0%

52 WEEK LOW AND HIGH

$13.1
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 0.77%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 343.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$0

IRA

N/A

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of 12/12/2024

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

MassMutual Balanced Fund

MBBIX | Fund

$12.24

$106 M

1.49%

$0.20

0.77%

MBBIX - Profile

Distributions

  • YTD Total Return 9.1%
  • 3 Yr Annualized Total Return 0.7%
  • 5 Yr Annualized Total Return 7.7%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 1.21%
DIVIDENDS
  • Dividend Yield 1.5%
  • Dividend Distribution Frequency Annual

Fund Details

  • Legal Name
    MassMutual Balanced Fund
  • Fund Family Name
    MASSMUTUAL FUNDS
  • Inception Date
    Apr 01, 2014
  • Shares Outstanding
    N/A
  • Share Class
    I
  • Currency
    USD
  • Domiciled Country
    US
  • Manager
    Peter Hubbard

Fund Description

Principal Investment Strategies
The Fund seeks its investment objective by investing across different asset classes (U.S. equity securities and fixed income securities) each represented by a different segment of the Fund’s portfolio. Under normal market conditions, the Fund’s subadviser, Invesco Advisers, Inc., and sub-subadviser, Invesco Capital Management LLC (together with Invesco Advisers, Inc., “Invesco”), expect that 55%-75% of the Fund’s net assets will be invested in U.S. equity securities (the “U.S. Equity Segment”) and 25%-45% of the Fund’s net assets will be invested in fixed income securities (the “Bond Segment”) that meet certain environmental, social, and governance (“ESG”) criteria as described below. The Fund will target a long term strategic allocation of 65% to the U.S. Equity Segment and 35% to the Bond Segment. Invesco will periodically rebalance the portfolio back to these strategic weights. The Fund may at times have significant exposure to one or more industries or sectors. The Fund may purchase and sell securities on a when-issued, delayed delivery, to-be-announced, or forward commitment basis. The Fund may hold a portion of its assets in cash or cash equivalents.
Using an indexing strategy, Invesco generally will invest at least 80% of the Fund’s assets allocated to the U.S. Equity Segment in the equity securities of companies included within the Invesco US Large Cap Total Balanced Multi-Factor ESG Index* (the “Invesco Index”). Invesco Indexing LLC, an affiliate of Invesco, serves as the index provider for the Invesco Index.
The Invesco Index employs a factor-based model and is designed to select equity securities of U.S. large-capitalization companies that meet high ESG standards. The Invesco Index includes constituents of the Invesco Indexing Investable Universe (the “Investable Universe”) that are designated as U.S. large-capitalization securities in accordance with the Investable Universe methodology. Each eligible security is categorized by sector and assigned a score using a system established by Sustainalytics US Inc. (“Sustainalytics”), a third-party research provider that measures the strength of each pillar of ESG practices (the “ESG Score”). The top 75% of companies based on their ESG Scores within each sector are selected, while those in the tobacco, aerospace, coal, and pipeline industries, those in the bottom 10% by overall ESG Score, or those with a detrimental score for controversies are excluded from the Invesco Index. The remaining securities are assigned a factor-based model score (the “Model Score”), which is computed by equal weighting the following individual factor scores:
LLC (“ICM”).
The shares (“Shares”) of the Fund (the “Product”) are not sponsored, endorsed, sold or promoted by Invesco Indexing LLC (“Licensor”). Licensor makes no representation or warranty, express or implied, to the owners of the Shares or any member of the public regarding the advisability of investing in securities generally or in the Shares particularly or the ability of the Invesco US Large Cap Total Balanced Multi-Factor ESG Index to track general stock market performance. Licensor is an affiliate of ICM and Invesco Advisers, Inc. (“Invesco Advisers”) and its relationship to ICM and Invesco Advisers includes the licensing of certain trademarks and trade names of Licensor and of the Invesco US Large Cap Total Balanced Multi-Factor ESG Index which is determined, composed and calculated by Licensor without regard to ICM, Invesco Advisers, the Product or the Shares. Licensor has no obligation to take the needs of the Licensee or the owners of the Shares into consideration in determining, composing or calculating the Invesco US Large Cap Total Balanced Multi-Factor ESG Index. Licensor is not responsible for and has not participated in any determination or calculation made with respect to issuance or redemption of the Shares. Licensor has no obligation or liability in connection with the administration, marketing or trading of the Shares.
Licensor does not guarantee the accuracy and/or the completeness of the Invesco US Large Cap Total Balanced Multi-Factor ESG Index and/or any data included therein. Licensor makes no warranty, express or implied, as to results to be obtained by ICM, Invesco Advisers, the Product or any owner of the Shares, or any other person or entity from the use of the Invesco US Large Cap Total Balanced Multi-Factor ESG Index or any data included therein in connection with the rights licensed hereunder or for any other use.
Licensor makes no express or implied warranties, and hereby expressly disclaims all warranties of merchantability or fitness for a particular purpose with respect to the Invesco US Large Cap Total Balanced Multi-Factor ESG Index or any data included therein. Without limiting any of the foregoing, in no event shall Licensor have any liability for any special, punitive, indirect, or consequential damages (including lost profits), even if notified of the possibility of such damages.
*
The “Invesco US Large Cap Total Balanced Multi-Factor ESG Index” and “Invesco Indexing” are the property of Invesco Indexing LLC and have been licensed for use by Invesco Capital Management
​
Quality. A company’s quality factor score is based on an equally-weighted composite of three metrics: management quality (measured by the average quarterly percentage change in shares outstanding over the previous three years), earnings quality (measured by dividing the most recent year’s operating cash flow by the most recent year’s earnings), and operating quality (measured by dividing the most recent year’s aggregate gross income by the most recent year’s average total assets).
Value. A company’s value factor score is generally based on an equally-weighted composite of free cash flow yield, earnings yield, book value of equity yield, and funds from operations generally. For banks the value score is based on earnings yield and book value of equity yield, and for real estate companies it is based on earnings yield, book value of equity yield, and funds from operations yield. Free cash flow, funds from operations, and earnings are measured over the previous year while book value is based on the most recent financial statement.
Price Momentum. A company’s price momentum factor score is based on the average monthly total return over the past nine months, excluding the most recent month, divided by the standard error of those total returns.
Low Volatility. A company’s low volatility factor score is based on the standard deviation of monthly total returns to a company’s stock price for the most recent 36-month period.
The Invesco Index constituents generally are weighted based on their market capitalizations and Model Scores. These weights are adjusted to ensure that each constituent and the Invesco Index as a whole satisfy certain constraints with respect to sector exposure, maximum security weights, and minimum security weights, as compared to a float-adjusted, market-capitalization weighted benchmark comprised of all of the U.S. large-capitalization securities of the Investable Universe. The Invesco Index is rebalanced effective the third Friday in June and December. In addition, Invesco Index maintenance is performed effective the third Friday in March and September, during which constituents may be removed if they are no longer constituents of the Investable Universe, are within the tobacco, aerospace, coal, and pipeline industries, are in the bottom 10% by ESG Score, or have a detrimental score for controversies. The U.S. Equity Segment is rebalanced and
maintained in accordance with the Invesco Index, meaning that it will buy and sell securities based on changes in the Invesco Index.
Although the U.S. Equity Segment generally will invest in substantially all of the securities comprising the Invesco Index in proportion to their weightings in the Invesco Index, under various circumstances it may not be possible or practicable to purchase all of those securities in those same weightings. In those circumstances, the U.S. Equity Segment may hold cash or purchase a sample of the securities in the Invesco Index. When it relies on a “sampling” methodology, Invesco uses quantitative analysis to select securities from the Invesco Index universe to obtain a representative sample of securities that has, overall, investment characteristics similar to the Invesco Index in terms of key risk factors, performance attributes, and other characteristics such as industry weightings, market capitalization, return variability, earnings valuation, yield, and other financial characteristics of securities. When employing a sampling methodology, Invesco bases the number of the holdings in the U.S. Equity Segment on a number of factors, including asset size of the U.S. Equity Segment, and generally expects the U.S. Equity Segment to hold fewer than the total number of securities in the Invesco Index. However, Invesco reserves the right to invest in as many securities as it believes necessary to achieve the Fund’s investment objective. The U.S. Equity Segment may invest in common stocks, preferred stocks, exchange-traded funds (“ETFs”), or other equity securities. The U.S. Equity Segment may use futures contracts, a type of derivative, to seek performance that corresponds to the Invesco Index and/or to manage cash flows. Use of futures contracts by the U.S. Equity Segment may create investment leverage.
Fixed income securities in which the Bond Segment invests primarily include U.S. dollar-denominated debt securities that are rated investment grade at the time of purchase, meaning that they will be rated Baa3 or higher by Moody’s, BBB- or higher by Standard & Poor’s or the equivalent by any other nationally recognized statistical rating organization (“NRSRO”). Debt securities in which the Bond Segment invests may include domestic and foreign corporate debt obligations, domestic and foreign government debt obligations, including U.S. Government securities, mortgage-related securities, asset-backed securities, and other debt obligations. The Bond Segment may also invest in unrated securities in which case
Invesco may internally assign ratings to certain of those securities, after assessing their credit quality, in investment grade categories similar to those of NRSROs. There can be no assurance, nor is it intended, that Invesco’s credit analysis is consistent or comparable with the credit analysis process used by an NRSRO. In the event that a security receives different ratings from different NRSROs, the Bond Segment will treat the security as being rated in the highest rating category received from an NRSRO. The Bond Segment may invest in illiquid or thinly traded securities. The Bond Segment may also invest in securities that are subject to resale restrictions such as those contained in Rule 144A. The Bond Segment may invest up to 5% its assets in securities below investment grade (“junk” or “high yield” bonds), including securities in default. In the event that a security is downgraded after its purchase by the Bond Segment, the Bond Segment may continue to hold the security if Invesco considers that doing so would be consistent with the Fund’s investment objective. The Bond Segment may also enter into dollar roll transactions.
The Bond Segment may invest a portion of its assets in foreign debt securities, including securities issued by foreign governments or companies in both developed and emerging markets. The Bond Segment may not invest more than 20% of its net assets in foreign debt securities.
The Bond Segment has no limitations on the range of maturities of the debt securities in which it can invest and may hold securities with short-, medium-, or long-term maturities. The maturity of a security differs from its effective duration, which attempts to measure the expected volatility of a security’s price to interest rate changes. The Bond Segment may engage in treasury futures contracts in order to seek to enhance the Fund’s investment return or to try to manage investment risks. Use of treasury futures contracts by the Bond Segment may create investment leverage.
Invesco selects investments for the Bond Segment based on its analysis of opportunities and risks of various fixed income securities and market sectors by focusing on business cycle analysis and relative values between corporate and government sectors. The Bond Segment mainly seeks income earnings on its investments plus capital appreciation that may arise from decreases in interest rates, from improving credit fundamentals for a particular sector or security, or from other investment techniques. Invesco may sell securities that it believes no longer meet the above criteria.
Additionally, as part of the credit selection and portfolio construction process, Invesco employs a proprietary framework for evaluating each issuer based on ESG criteria that, with respect to the Bond Segment, it has determined to be important in the investment selection process. Invesco has developed an ESG risk evaluation that is integrated into its core fundamental credit research process. As part of this process, corporate and government issuers are evaluated and assigned an overall ESG score based on separate “E,” “S,” and “G” factor scores, which are derived using a proprietary scoring system that involves a quantitative and qualitative assessment of “E,” S,” and “G” factors. As part of this research process, Invesco may use third-party ESG ratings, company reporting, and engagement with management. If an issuer is determined by Invesco to have an overall ESG score that meets the applicable threshold that Invesco has established for that type of issuer, securities issued by it will be considered as a potential investment for the Bond Segment.
The ESG evaluation process for the Bond Segment also includes some exclusionary screening criteria which are intended to avoid investing in companies that are non-compliant with the UN Global Compact as well as companies that derive a significant portion of their revenue from: tobacco product manufacturing or distribution; extraction of fossil fuels from oil sands; mining or distribution of thermal coal; alcohol manufacturing or distribution; military contracting; manufacture of small arms including civilian firearms; provision of gambling products or services; or the provision of adult entertainment products or services. Additionally, companies involved in the following at any threshold are excluded: manufacture of nonconventional weapons including landmines and cluster munitions; or manufacture of nuclear, biological, or chemical weapons.
Invesco will monitor the “E,” “S,” and “G” factors of the Bond Segment’s holdings. If Invesco determines that a security’s overall ESG score has ceased to meet its threshold for inclusion in the Bond Segment, Invesco may sell that security, provided it can do so in an orderly manner given then-prevailing market conditions.
The Fund expects that it will engage in active and frequent trading and so will typically have a relatively high portfolio turnover rate.
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MBBIX - Performance

Return Ranking - Trailing

Period MBBIX Return Category Return Low Category Return High Rank in Category (%)
YTD 9.1% -2.1% 80.7% 19.94%
1 Yr 9.9% -0.8% 87.8% 24.78%
3 Yr 0.7%* -4.2% 23.0% 71.36%
5 Yr 7.7%* -2.6% 23.3% 39.26%
10 Yr 6.8%* 1.2% 14.4% 28.91%

* Annualized

Return Ranking - Calendar

Period MBBIX Return Category Return Low Category Return High Rank in Category (%)
2023 11.2% -12.2% 23.9% 38.44%
2022 -15.6% -34.7% 2.8% 23.95%
2021 -7.2% -11.9% 18.1% 97.22%
2020 7.3% -20.9% 39.7% 51.70%
2019 12.3% 0.8% 25.7% 70.72%

Total Return Ranking - Trailing

Period MBBIX Return Category Return Low Category Return High Rank in Category (%)
YTD 9.1% -2.1% 80.7% 19.94%
1 Yr 9.9% -0.8% 87.8% 24.78%
3 Yr 0.7%* -4.2% 23.0% 71.36%
5 Yr 7.7%* -2.6% 23.3% 39.26%
10 Yr 6.8%* 1.2% 14.4% 28.91%

* Annualized

Total Return Ranking - Calendar

Period MBBIX Return Category Return Low Category Return High Rank in Category (%)
2023 13.2% -12.2% 26.8% 55.08%
2022 -14.1% -29.0% 10.9% 40.42%
2021 13.9% -3.0% 27.3% 42.13%
2020 11.0% -19.5% 40.6% 65.27%
2019 19.6% 2.2% 32.7% 47.92%

NAV & Total Return History

MBBIX - Holdings

Concentration Analysis

MBBIX Category Low Category High MBBIX % Rank
Net Assets 106 M 861 K 235 B 84.50%
Number of Holdings 536 2 16143 23.12%
Net Assets in Top 10 24.8 M 859 K 66.9 B 89.25%
Weighting of Top 10 23.00% 10.8% 122.7% 88.07%

Top 10 Holdings

  1. COMMON STOCK USD.00001 4.86%
  2. COMMON STOCK USD.00000625 4.29%
  3. COMMON STOCK USD.001 3.97%
  4. FIXED INC CLEARING CORP.REPO 2.11%
  5. 08/34 3.875 1.49%
  6. COMMON STOCK 1.37%
  7. SINGLE FAMILY MORTGAGE 1.28%
  8. 08/44 4.125 1.26%
  9. COMMON STOCK USD.05 1.22%
  10. COMMON STOCK USD.0001 1.17%

Asset Allocation

Weighting Return Low Return High MBBIX % Rank
Stocks 		64.60% 0.00% 100.10% 61.27%
Bonds 		32.29% 0.00% 75.29% 28.13%
Other 		5.64% -42.55% 113.97% 5.15%
Convertible Bonds 		0.34% 0.00% 23.84% 76.11%
Preferred Stocks 		0.00% 0.00% 24.59% 74.23%
Cash 		0.00% -7.92% 100.00% 98.38%

Stock Sector Breakdown

Weighting Return Low Return High MBBIX % Rank
Technology 		31.00% 0.00% 44.21% 2.83%
Healthcare 		13.91% 0.00% 29.35% 51.34%
Financial Services 		12.41% 0.00% 38.77% 78.87%
Consumer Defense 		10.32% 0.00% 15.14% 9.23%
Consumer Cyclical 		9.07% 0.00% 19.36% 61.61%
Industrials 		7.82% 0.00% 24.37% 88.39%
Communication Services 		4.86% 0.00% 38.10% 90.63%
Utilities 		3.41% 0.00% 99.55% 34.67%
Real Estate 		3.29% 0.00% 65.01% 52.83%
Energy 		2.67% 0.00% 85.65% 87.50%
Basic Materials 		1.24% 0.00% 25.57% 91.37%

Stock Geographic Breakdown

Weighting Return Low Return High MBBIX % Rank
US 		64.60% 0.00% 100.10% 55.96%
Non US 		0.00% 0.00% 42.80% 75.99%

Bond Sector Breakdown

Weighting Return Low Return High MBBIX % Rank
Corporate 		31.20% 0.00% 98.21% 48.96%
Government 		30.57% 0.00% 97.26% 48.22%
Securitized 		29.26% 0.00% 92.13% 17.36%
Derivative 		0.00% -4.58% 41.29% 64.80%
Cash & Equivalents 		0.00% 0.00% 99.92% 93.08%
Municipal 		0.00% 0.00% 24.80% 87.24%

Bond Geographic Breakdown

Weighting Return Low Return High MBBIX % Rank
US 		32.29% 0.00% 75.29% 27.39%
Non US 		0.00% 0.00% 15.37% 71.28%

MBBIX - Expenses

Operational Fees

MBBIX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.77% 0.03% 27.98% 69.55%
Management Fee 0.48% 0.00% 1.83% 53.95%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.83% 14.62%

Sales Fees

MBBIX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.25% 5.75% N/A
Deferred Load N/A 1.00% 5.00% N/A

Trading Fees

MBBIX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.00% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

MBBIX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 343.00% 0.83% 343.00% 99.84%

MBBIX - Distributions

Dividend Yield Analysis

MBBIX Category Low Category High MBBIX % Rank
Dividend Yield 1.49% 0.00% 17.90% 67.11%

Dividend Distribution Analysis

MBBIX Category Low Category High Category Mod
Dividend Distribution Frequency Annual Annual Monthly Monthly

Net Income Ratio Analysis

MBBIX Category Low Category High MBBIX % Rank
Net Income Ratio 1.21% -2.34% 13.92% 46.48%

Capital Gain Distribution Analysis

MBBIX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Distributions History

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MBBIX - Fund Manager Analysis

Managers

Peter Hubbard

Start Date

Tenure

Tenure Rank

Nov 18, 2020

1.53

1.5%

Peter Hubbard, Vice President and Director of Portfolio Management of the Invesco PowerShares Capital Management LLC. Mr. Hubbard has been a Portfolio Manager of the Adviser since June 2007 and has been associated with the Adviser since 2005. Prior to joining the Invesco PowerShares Capital Management LLC, Hubbard was a research analyst and trader for Ritchie Capital from September 2003 to May 2005.

Michael Hyman

Start Date

Tenure

Tenure Rank

Nov 18, 2020

1.53

1.5%

Michael Hyman is Chief Investment Officer, Global Investment Grade & Emerging Markets for Invesco Fixed Income. He joined Invesco in 2013 and entered the industry in 1991. Previously, Mr. Hyman was with ING Investment Management and ING Institutional Markets for 12 years. At ING, he was the head of investment grade corporate credit, responsible for investment grade corporate credit as well as collaterized loan obligation and synthetic collateralized debt obligation investment portfolios. Mr. Hyman earned a BSE degree in finance from Pennsylvania State University and an MBA from NYU.

Jacob Borbidge

Start Date

Tenure

Tenure Rank

Nov 18, 2020

1.53

1.5%

Blank

Michael Jeanette

Start Date

Tenure

Tenure Rank

Nov 18, 2020

1.53

1.5%

Michael Jeanette, Senior Portfolio Manager of Invesco Capital Management LLC, has been associated with Invesco Capital Management LLC since 2008. Prior to joining Invesco Capital Management LLC, Mr. Jeanette was a trust advisor and GM of Chicago based Richard Lamb, LLC from 1998 to 2007.

Matthew Brill

Start Date

Tenure

Tenure Rank

Nov 18, 2020

1.53

1.5%

Matt Brill is Head of North America Investment Grade for Invesco Fixed Income. Mr. Brill joined Invesco in 2013 as a senior portfolio manager. Prior to joining the firm, he was a portfolio manager and vice president at ING Investment Management, where he specialized in investment-grade credit and commercial mortgage-backed securities. Before that, he was a portfolio analyst at Wells Real Estate Funds. Mr. Brill has been in the industry since 2002. Mr. Brill earned a BA degree in economics at Washington and Lee University. He is a Chartered Financial Analyst® (CFA) charterholder

Todd Schomberg

Start Date

Tenure

Tenure Rank

Nov 18, 2020

1.53

1.5%

Todd Schomberg has been associated with Invesco and/or its affiliates since 2016. From 2008 to 2016, he served as a Portfolio Manager and Vice President at Voya Investment Management

Tony Seisser

Start Date

Tenure

Tenure Rank

Nov 18, 2020

1.53

1.5%

Tony Seisser is a Vice President and Portfolio Manager of Invesco PowerShares Capital Management LLC since December 2013. Prior to joining the Adviser, he was employed by Guggenheim Funds Distributors, Inc. where he was a trader from 2010 to 2013. Prior to that, Mr. Seisser was a compliance investigator at the Chicago Board of Options Exchange and Chicago Futures Exchange from 2008 to 2010.

Pratik Doshi

Start Date

Tenure

Tenure Rank

Nov 18, 2020

1.53

1.5%

Pratik Doshi is a Portfolio Manager of Invesco Capital Management. Mr. Doshi has been a Portfolio Manager of Invesco Capital Management since October 2019 and has been associated with Invesco Capital Management since 2018. Prior to joining Invesco Capital Management, Mr. Doshi was a business student in the MBA program at the University of Chicago from 2016 to 2018. From 2014 to 2016, he served as a Vice President at Bank of America, and from 2007 to 2014 he served as Assistant Vice President at Barclays Capital.

Duy Nguyen

Start Date

Tenure

Tenure Rank

Nov 18, 2020

1.53

1.5%

Duy Nguyen serves as Chief Investment Officer and Portfolio Manager for Invesco Global Solutions Development and Implementation. He has been with Invesco since 2000, most recently on the Invesco Global Quantitative Strategies team. Previously, he was assistant vice president and quantitative equity analyst with Van Kampen American Capital, and vice president and director of quantitative services for FactSet Research Systems.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.08 34.51 6.39 2.41

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