Invesco Oppenheimer Model Portfolios 

Portfolio Positions

Aggressive Growth

Growth

Balance Growth

Balanced

Balanced Income

Capital Preservation

Fixed Income

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Equity/Fixed Income

100/0%

90/10%

75/25%

 60/40%

40/60%

20/80%

0/100%

Morningstar (performance)

2%

5%

8%

12%

16%

20%

Morningstar (performance)

3%

8%

12%

18%

24%

30%

Morningstar (performance)

3%

7%

12%

18%

24%

30%

Morningstar (performance)

2%

5%

8%

12%

16%

20%

Morningstar (performance)

8%

7%

6%

4%

3%

2%

Morningstar (performance)

9%

8%

7%

5%

4%

2%

Morningstar (performance)

8%

7%

7%

5%

3%

1%

Morningstar (performance)

10%

9%

7%

6%

4%

2%

Morningstar (performance)

10%

9%

7%

6%

4%

2%

Morningstar (performance)

10%

9%

7%

6%

4%

2%

Morningstar (performance)

10%

9%

7%

6%

4%

2%

Invesco Oppenheimer Discovery

Morningstar (performance)

10%

9%

8%

7%

4%

2%

Morningstar (performance)

10%

9%

7%

6%

4%

2%

Invesco Oppenheimer Discovery Mid Cap Growth

Morningstar (performance)

5%

5%

4%

3%

2%

1%

Morningstar (performance)

10%

9%

8%

6%

4%

2%

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100%

100%

100%

100%

100%

100%

100%

RCM Invesco Oppenheimer Model Portfolios are seven unique asset allocation strategies developed by Douglas C. Robinson that seek to fit the distinct needs of different investor goals, risk tolerance levels and investment time horizon. Each portfolio contains up to 15 individual funds totaling over 3500 securities, managed by Invesco. The portfolios are designed to create efficient diversification through the selection of lower correlating asset classes. Portfolio's are rebalanced quarterly when there is a 5% deviation from target allocation.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. The fund's prospectus contains this and other information about the fund. Read prospectuses carefully before investing.

These sample portfolios are not intended to represent investment advice that is appropriate for all investors. Each investor's portfolio must be constructed based on the individual's financial resources, investment goals, risk tolerance, investing time horizon, tax situation and other relevant factors. The categorization of sample portfolios as "fixed income", "capital preservation", "balanced income", "balanced", "balanced growth", "growth", and "aggressive growth" is relative. Foreign investing has special risks, including currency exchange fluctuations, foreign taxes and possible delays in settlement.

Foreign securities involve additional risks, including foreign currency changes, political risks, foreign taxes and different methods of accounting and financial reporting.