Skip to Content
Morningstar

Invesco Balanced-Risk Allocation R5 ABRIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis ABRIX

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

  • People Pillar

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

A strong risk-balanced approach.

Director Matias Möttölä

Matias Möttölä

Director

Summary

A thoughtful research process, run by industry veterans, has ensured that the investment approach of Invesco Balanced-Risk Allocation has been fortified over time. Both the People and Process pillars are rated Above Average.

by Matias Möttölä
Rated on Published on

Unlock our full analysis with Morningstar Investor