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Morningstar

Invesco Select Risk: Moderate Inv Y OYMIX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 10.84  /  −0.82 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.30%
  • Turnover 28%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis OYMIX

Will OYMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OYMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OYMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OYMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Continuous change.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Adjustments over the last three years—from structural shifts to turnover in the supporting cohorts—limit confidence on the Invesco Select Risk series. This supports a People Pillar downgrade to Below Average from Average, resulting in a Morningstar Medalist Rating of Neutral for the cheaper share classes and Negative for the more expensive share classes.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings OYMIX

More OYMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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9.24 167.3 Mil
—

Invesco Core Plus Bond R6

7.09 128.3 Mil
—

Invesco Global R6

6.63 120.0 Mil
—

Invesco S&P 500® Low Volatility ETF

6.50 117.7 Mil
—

Invesco Equal Weight 0-30 Years Trs ETF

5.88 106.5 Mil
—

Invesco Taxable Municipal Bond ETF

5.44 98.6 Mil
—

Invesco High Yield R6

5.14 93.1 Mil
—

Invesco Variable Rate Investment Grd ETF

4.68 84.8 Mil
—

Invesco Discovery Mid Cap Growth R6

4.46 80.7 Mil
—

Invesco Main Street Small Cap R6

3.93 71.2 Mil
—