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Morningstar

Invesco Balanced-Risk Commodity Strat Y BRCYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.13  /  1.13 %
  • Total Assets 978.3 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Commodities Broad Basket
  • Investment Style —
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 9.93%
  • Turnover 106%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis BRCYX

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

People Pillar

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

Summary

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Invesco Balanced-Risk Commodity Strat Y'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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