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Invesco Global Allocation A QVGIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis QVGIX

Will QVGIX 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 QVGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QVGIX 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 QVGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This approach to a global allocation fund is building a record.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Invesco Global Allocation employs sufficient resources to a straightforward process, but the resulting positioning hasn’t yet positively and consistently distinguished this offering relative to peers over the long term. The strategy receives a Morningstar Medalist Rating of Neutral across all shares.

by Vedran Beogradlija
Rated on Published on

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