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
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALAAX’s performance objective and investment process is for both security selection and portfolio construction.
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.
An unrewarding approach to yield.
