Morningstar

Amundi Funds - Income Opportunities G EUR QTI (D)

Morningstar Medalist Rating
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Medalist Rating as of See Amundi Investment Hub
  • NAV / 1-Day Return €5.70  /  −0.02 %
  • Fund Size €8.0B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 1.990%
  • Fee Level: Distribution High
  • Share Class Type —
  • Morningstar Category USD Moderate Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 4.69%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis

Will Amundi Funds - Income Opportunities G EUR QTI (D) outperform in the 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 Amundi Funds - Income Opportunities G EUR QTI (D)’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Amundi Funds - Income Opportunities G EUR QTI (D) 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 Amundi Funds - Income Opportunities G EUR QTI (D)’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Analyst David Reyna

David Reyna

Senior Analyst

Summary

Experienced leadership drives income. Higher conviction in Pioneer Multi-Asset Income’s experienced manager supports a People upgrade to Above Average from Average. His deft execution has delivered solid results for income-oriented investors.

by David Reyna
Rated on Published on

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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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