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Invesco Income Allocation R RLIAX Fund Analysis

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

Morningstar’s Analysis RLIAX

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

  • People Pillar

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

An aggressive income mandate in flux.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Invesco Income Allocation prioritizes yield with industry standard tools and an income mandate many will find aggressive. Although adjustments are on the horizon, caution is still warranted.

by Vedran Beogradlija
Rated on Published on

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