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.
NAV / 1-Day Return
14.02 / 1.48 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--70% to 85% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Fund Analysis AADAX
Will AADAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.