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.
NAV / 1-Day Return
8.53 / 0.47 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—30% to 50% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Analysis OACIX
Will OACIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.