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 12.38 / 0.96 %
- Total Assets 785.4 Mil
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Adj. Expense Ratio
- Expense Ratio 1.700%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Allocation—85%+ Equity
- Investment Style Mid Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 0.33%
- Turnover 17%
Morningstar’s Analysis OCAIX
Will OCAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.