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Invesco Select Risk: Moderate Inv A OAMIX

Analyst rating as of
NAV / 1-Day Return
9.91  /  0.30 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.900%
Expense Ratio
0.900%
Fee Level
Below Average
Longest Manager Tenure
4.34 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.34%
Turnover
32%

Morningstar’s Analysis

Will OAMIX 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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