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Invesco Select Risk: Mod Cnsv Inv R CMARX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
12.22  /  0.25 %
Total Assets
369.1 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Fee Level
Above Average
Longest Manager Tenure
5.43 years
Category
Allocation--30% to 50% Equity
Investment Style
Mid Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.80%
Turnover
86%

USD | NAV as of Jul 22, 2021 | 1-Day Return as of Jul 22, 2021, 9:56 PM GMT+00:00

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Morningstar’s Analysis

Will CMARX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMARX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the CMARX 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

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The Parent Pillar is our rating of CMARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This target-risk series was recently revamped but does not present a clear-cut edge.

Analyst

Summary

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The Invesco Select Risk series of allocation funds recently revamped its underlying holdings, but continued instability among the supporting analysts and a straightforward process results in a Morningstar Analyst Rating of Neutral. The most expensive share classes of the Conservative and Growth funds have been downgraded to Negative under our enhanced ratings methodology, which puts a greater focus on fees.

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