Invesco Income Allocation’s narrow focus on yield goals drives a riskier approach to asset allocation and fund selection. With a lackluster risk management approach and tight team resources, it receives a Morningstar Analyst Rating of Neutral across most share classes, with the more expensive C share getting Negative.
Invesco Income Allocation A ALAAX
NAV / 1-Day Return
10.77
/
0.65
%
Total Assets
483.7 Mil
Adj. Expense Ratio
0.870%
Expense Ratio
0.870%
Fee Level
Below Average
Longest Manager Tenure
7.87
years
Category
Allocation--30% to 50% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
3.44%
Turnover
16%
Morningstar’s Fund Analysis ALAAX
Will ALAAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
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People Pillar
The People Pillar is our evaluation of the ALAAX 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 ALAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.