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Invesco Active Allocation R OAANX Fund Analysis

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

Morningstar’s Analysis OAANX

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

  • People Pillar

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

In flux.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. The strategy combines industry-standard asset allocation with a tactical component, while the team structure and resources continue to give pause. The following text is from May 9, 2023.

by Vedran Beogradlija
Rated on Published on

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