Defined by a straightforward allocation process built on capital market assumptions and adequate selection criteria, the Invesco Select Risk Series is equipped to keep pace with peers on paper, but churn in the team’s supporting staff poses challenges. All five portfolios underlying this series receive a Morningstar Analyst Rating of Neutral.
Will AADIX 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 AADIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AADIX 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 AADIX’s parent organization’s priorities and whether they’re in line with investors’ interests.