A long-tenured management team and a sensible process that includes proven tactical-allocation decisions make Invesco Balanced-Risk Allocation a strong option in the risk parity space. It earns a Morningstar Analyst Rating of Bronze for its four cheapest share classes, while the two more expensive ones receive a Neutral rating.
Will ALLFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of ALLFX’s parent organization’s priorities and whether they’re in line with investors’ interests.