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Invesco Balanced-Risk Commodity Strat R5 BRCNX

Quantitative rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 6.86  /  2.28 %
  • Total Assets 938.7 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Commodities Broad Basket
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 9.64%
  • Turnover 106%

Morningstar’s Analysis BRCNX

Will BRCNX outperform in future?

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

Summary

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Invesco Balanced-Risk Commodity Strat R5's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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