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Invesco Select Risk: High Growth Inv Y OYAIX

Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 14.00  /  −0.92 %
  • Total Assets 804.9 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.18%
  • Turnover 25%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis OYAIX

Will OYAIX outperform in future?

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

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.

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Portfolio Holdings OYAIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 72.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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14.03 113.4 Mil

Invesco S&P 500® Low Volatility ETF

9.68 78.3 Mil

Invesco Global R6

9.37 75.8 Mil

Invesco Main Street Small Cap R6

7.82 63.3 Mil

Invesco S&P 500® Pure Growth ETF

6.22 50.3 Mil

Invesco NASDAQ 100 ETF

5.92 47.8 Mil

Invesco Core Plus Bond R6

5.86 47.4 Mil

Invesco Discovery Mid Cap Growth R6

5.48 44.3 Mil

Invesco S&P Emerging Markets Low Vol ETF

4.52 36.6 Mil

Invesco EQV Emerging Markets All Cap R6

3.55 28.7 Mil