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.
NAV / 1-Day Return
10.35 / 0.10 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--30% to 50% Equity
Investment StyleLarge Value
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Fund Analysis ALAYX
Will ALAYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.