Invesco Active Allocation fund’s fairly new management team pairs a standard allocation approach with an undistinguished tactical component. The strategy earns a Morningstar Analyst rating of Neutral across all share classes.
Will OAAAX 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 OAAAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OAAAX 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 OAAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.