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Invesco Trimark Dollar-Cost Averaging Service

Invesco Trimark Dollar-Cost Averaging Service

The Invesco Trimark Dollar-Cost Averaging Service is a disciplined investment strategy that can help take the emotion out of investing by giving you the ability to smooth out your average purchase price and manage the risk of timing the market.

What is dollar-cost averaging?

Dollar-cost averaging is the technique of buying a fixed dollar amount of an investment, such as a mutual fund, at regular intervals (e.g., monthly) regardless of the price. Over time, you may benefit from purchasing more units at a lower price and fewer units at a higher price and avoiding trying to time the market.

Invesco Trimark Dollar-Cost Averaging Service advantages:

  • Discipline. Dollar-cost averaging can take the emotion out of investing and offer you the opportunity to take advantage of market highs and lows. You automatically buy more shares when prices are low and fewer when prices are high
  • Prudence. Investing a lump sum can put a large amount of money at risk. When you use dollar-cost averaging, you're placing smaller amounts at risk - spread out over time
  • Simplicity. Your one-time investment is systematically transferred over time into the funds you select
  • Flexibility. You can customize when your transfers start and how often funds are transferred. Plus, you are not locked-in; at any time, you can decide to stop the service and switch all of your remaining assets into the funds you select
  • Free. The Invesco Trimark Dollar-Cost Averaging Service is available to you with no additional costs

Dollar-cost averaging may be for you if you:

  • Are hesitant to invest into the market in an environment of heightened volatility
  • Want to get back on track with your long-term investment plan and reduce the risk of investing a lump-sum at a single point in time
  • Take a long-term perspective with your investments