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Invesco Balanced-Risk Allocation R5 ABRIX

Analyst rating as of
NAV / 1-Day Return
8.67  /  0.23 %
Total Assets
1.8 Bil
Adj. Expense Ratio
1.080%
Expense Ratio
1.080%
Fee Level
Above Average
Longest Manager Tenure
13.49 years
Category
Tactical Allocation
Investment Style
Mid Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
15.34%
Turnover
16%

Morningstar’s Fund Analysis ABRIX

Will ABRIX 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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