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Morningstar

Invesco Select Risk: Growth Investor A AADAX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of | See Invesco Investment Hub

Morningstar’s Analysis AADAX

Will AADAX 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 AADAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AADAX 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 AADAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A reasonable but undifferentiated approach.

Analyst

Summary

| by Vedran Beogradlija

Defined by a straightforward allocation process built on capital market assumptions and adequate selection criteria, the Invesco Select Risk Series is equipped to keep pace with peers on paper, but churn in the team’s supporting staff poses challenges. All five portfolios underlying this series receive a Morningstar Analyst Rating of Neutral.

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