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Invesco Select Risk: Conservative Inv C OCCIX

Analyst rating as of
NAV / 1-Day Return
9.50  /  0.11 %
Total Assets
456.6 Mil
Adj. Expense Ratio
1.660%
Expense Ratio
1.660%
Fee Level
Average
Longest Manager Tenure
3.90 years
Category
Allocation--15% to 30% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.72%
Turnover
80%
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Morningstar’s Analysis

Will OCCIX outperform in future?

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

This target-risk series was recently revamped but does not present a clear-cut edge.

Summary

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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.

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