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Morningstar

Invesco Active Allocation A OAAAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis OAAAX

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

  • People Pillar

    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.

  • Parent Pillar

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

In flux.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

In the last three years, a strategy shift and reconfigured support cohorts continue to give pause around Invesco Active Allocation. In particular, recent leadership adjustments support a downgrade of the People Rating to Below Average from Average, and this in turn results in a Morningstar Analyst Rating of Neutral for the cheaper share classes and Negative for the more expensive share classes.

by Vedran Beogradlija
Rated on Published on

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