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Invesco Select Risk: Moderate Inv C OCMIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis OCMIX

Will OCMIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OCMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OCMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OCMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Continuous change.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Adjustments over the last three years—from structural shifts to turnover in the supporting cohorts—limit confidence on the Invesco Select Risk series. This supports a People Pillar downgrade to Below Average from Average, resulting in a Morningstar Medalist Rating of Neutral for the cheaper share classes and Negative for the more expensive share classes.

by Vedran Beogradlija
Rated on Published on

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