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Morningstar

Invesco Select Risk: Moderate Inv C OCMIX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 9.93  /  0.80 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.660%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.79%
  • Turnover 32%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

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.

A reasonable but undifferentiated approach.

Analyst

Summary

| by Vedran Beogradlija

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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