Morningstar

Invesco Active Allocation Fund Class Y OAAYX Fund Analysis

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

Morningstar’s Analysis OAAYX

Will OAAYX outperform in the 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 OAAYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Invesco Active Allocation undergoes a manager change and asset allocation shifts.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The lead portfolio manager of Invesco Active Allocation departed the firm in March 2026, continuing a history of team turnover. Additionally, a new approach to asset allocation shifted exposures drastically over the last year, resulting in a bumpy investor experience and a downgrade of the Process rating to Below Average from Average.

by Vedran Beogradlija
Rated on Published on

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