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.
Will QGRCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of QGRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.