Team turnover on Invesco Oppenheimer Global Allocation has quieted, but the strategy’s lead manager has a short tenure at the helm of this flexible strategy, underpinning a Morningstar Analyst Rating of Neutral across share classes.
Invesco Global Allocation C QGRCX
NAV / 1-Day Return
21.64
/
0.37
%
Total Assets
1.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
2.100%
Expense Ratio
2.100%
Fee Level
High
Longest Manager Tenure
6.03
years
Category
World Allocation
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Low / LimitedStatus
Open
TTM Yield
0.00%
Turnover
82%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will QGRCX 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 QGRCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the QGRCX 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 QGRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Settling.
