Skip to Content

Invesco Active Allocation A OAAAX

Analyst rating as of
NAV / 1-Day Return
12.71  /  0.55 %
Total Assets
1.9 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
1.000%
Distribution Fee Level
Average
Share Class Type
Front Load
Category
Allocation—70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.33%
Turnover
16%

Morningstar’s Analysis OAAAX

Will OAAAX outperform in future?

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

This strategy continues to search for its footing.

Summary

|

A reasonable set of portfolio managers and sufficient resources support Invesco Active Allocation, but recent changes to the process have not yet generated a discernable edge in positioning relative to peers. The strategy continues to earn a Morningstar Analyst Rating of Neutral across all share classes.

Unlock our full analysis with Morningstar Investor