Invesco Global Allocation’s highly tactical, macro-driven approach can be difficult to execute consistently. The strategy retains a Morningstar Analyst Rating of Neutral across all share classes.
Morningstar’s Fund Analysis QGRNX
Will QGRNX 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 QGRNX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the QGRNX 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 QGRNX’s parent organization’s priorities and whether they’re in line with investors’ interests.