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Invesco Balanced-Risk Allocation R6 ALLFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis ALLFX

Will ALLFX 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 ALLFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ALLFX 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 ALLFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong risk-balanced approach.

Director Matias Möttölä

Matias Möttölä

Director

Summary

A thoughtful research process, run by industry veterans, has ensured that the investment approach of Invesco Balanced-Risk Allocation has been fortified over time. Both the People and Process pillars are rated Above Average.

by Matias Möttölä
Rated on Published on

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