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Invesco Balanced-Risk Allocation C ABRCX

Analyst rating as of
NAV / 1-Day Return
7.83  /  0.13 %
Total Assets
1.8 Bil
Adj. Expense Ratio
2.060%
Expense Ratio
2.120%
Distribution Fee Level
Below Average
Share Class Type
Level Load
Category
Tactical Allocation
Investment Style
Mid Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
14.53%
Turnover
16%

Morningstar’s Analysis ABRCX

Will ABRCX outperform in future?

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

A strong risk-balanced approach.

Senior Analyst

Summary

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Recent process changes have again demonstrated the thoughtful way in which the team, led by experienced manager Scott Wolle, continues to improve this risk parity strategy. Invesco Balanced-Risk Allocation's cheapest share classes earn a Morningstar Analyst Rating of Bronze, while the more expensive are Neutral.

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