Invesco Income Allocation aggressively prioritizes yield, and a combination of industry-standard process inputs with shifting resources gives pause around its ability to thoughtfully deliver on this aim. In particular, recent leadership adjustments support a downgrade of the People Pillar to Below Average from Average, resulting in a Morningstar Medalist Rating of Negative across all share classes.
- NAV / 1-Day Return 9.84 / 0.30 %
- Total Assets 377.5 Mil
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Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Moderately Conservative Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 3.40%
- Turnover 30%
Morningstar’s Analysis ALAAX
Will ALAAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 21
- % Assets in Top 10 Holdings 77.9