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Invesco Income Allocation Y ALAYX

Analyst rating as of
NAV / 1-Day Return
11.79  /  0.08 %
Total Assets
553.4 Mil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Low
Longest Manager Tenure
7.05 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
3.71%
Turnover
66%
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Morningstar’s Analysis

Will ALAYX outperform in future?

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

Room for improvement.

Associate Director

Summary

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Invesco Income Allocation’s yield-driven mandate produces a risky profile; combined with an underwhelming process and a new configuration of portfolio managers, it adds up to a lackluster offering. It receives a Morningstar Analyst Rating of Neutral across all share classes, except for the most expensive C share class, which is rated Negative.

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