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Invesco Balanced-Risk Allocation A ABRZX

Analyst rating as of
NAV / 1-Day Return
9.18  /  0.33 %
Total Assets
2.1 Bil
Adj. Expense Ratio
1.370%
Expense Ratio
1.370%
Fee Level
Below Average
Longest Manager Tenure
12.97 years
Category
Tactical Allocation
Investment Style
Mid Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
13.87%
Turnover
16%
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Morningstar’s Analysis

Will ABRZX 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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