A short-tenured team with an expanded opportunity set earns the five funds in the Invesco Select Risk series a Morningstar Analyst Rating of Neutral across all their share classes.
Will AADAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of AADAX’s parent organization’s priorities and whether they’re in line with investors’ interests.