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Invesco Income Allocation A ALAAX

Analyst rating as of
NAV / 1-Day Return
11.76  /  0.34 %
Total Assets
540.2 Mil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Low
Longest Manager Tenure
6.60 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
3.61%
Turnover
66%
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Morningstar’s Analysis

Will ALAAX outperform in future?

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

The future holds some promise, but this fund's current approach is substandard.

Summary

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Aside from Invesco Income Allocation’s low expense ratios on its Y, R5, and R6 share classes, not much about this fund stands out. Its management team oversees a vast line-up and leans heavily on high-octane asset classes to generate this fund’s yield, keeping five of its share classes to a Morningstar Analyst Rating of Neutral. The C share class’ steep fee lowers its potential to outperform even further, resulting in a downgrade to Negative.

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