The Invesco Select Risk series of allocation funds recently revamped its underlying holdings, but continued instability among the supporting analysts and a straightforward process results in a Morningstar Analyst Rating of Neutral. The most expensive share classes of the Conservative and Growth funds have been downgraded to Negative under our enhanced ratings methodology, which puts a greater focus on fees.
Will OCCIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OCCIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OCCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OCCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.