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Invesco Active Allocation R OAANX

Analyst rating as of
NAV / 1-Day Return
12.33  /  2.24 %
Total Assets
1.8 Bil
Adj. Expense Ratio
1.260%
Expense Ratio
1.260%
Fee Level
Above Average
Longest Manager Tenure
4.32 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.00%
Turnover
16%

Morningstar’s Analysis

Will OAANX 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

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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.

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