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Invesco Income Allocation Y ALAYX

Analyst rating as of
NAV / 1-Day Return
10.35  /  0.10 %
Total Assets
445.9 Mil
Adj. Expense Ratio
0.620%
Expense Ratio
0.620%
Fee Level
Average
Longest Manager Tenure
8.18 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.75%
Turnover
16%

Morningstar’s Fund Analysis ALAYX

Will ALAYX outperform in future?

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

An unrewarding approach to yield.

Summary

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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.

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