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Invesco Select Risk: Conservative Inv A OACIX

Analyst rating as of
NAV / 1-Day Return
8.53  /  0.47 %
Total Assets
380.0 Mil
Adj. Expense Ratio
0.370%
Expense Ratio
0.890%
Distribution Fee Level
Below Average
Share Class Type
Front Load
Category
Allocation—30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
4.29%
Turnover
27%

Morningstar’s Analysis OACIX

Will OACIX outperform in future?

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

A reasonable but undifferentiated approach.

Summary

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Defined by a straightforward allocation process built on capital market assumptions and adequate selection criteria, the Invesco Select Risk Series is equipped to keep pace with peers on paper, but churn in the team’s supporting staff poses challenges. All five portfolios underlying this series receive a Morningstar Analyst Rating of Neutral.

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