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Invesco Balanced-Risk Allc Y ABRYX

Analyst rating as of
NAV / 1-Day Return
10.39  /  0.29 %
Total Assets
2.5 Bil
Adj. Expense Ratio
1.080%
Expense Ratio
1.080%
Fee Level
Above Average
Longest Manager Tenure
11.32 years
Category
US Fund World Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
6.34%
Turnover
11%
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Morningstar’s Analysis

Will ABRYX outperform in future?

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

A strong risk-balanced approach.

Analyst

Summary

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A long-tenured management team and a sensible process that includes proven tactical-allocation decisions make Invesco Balanced-Risk Allocation a strong option in the risk parity space. It earns a Morningstar Analyst Rating of Bronze for its four cheapest share classes, while the two more expensive ones receive a Neutral rating.

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