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Morningstar

Invesco Balanced-Risk Allocation Y ABRYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.82  /  0.23 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.120%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.00
  • Turnover 92%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:06 PM GMT+00:00

Morningstar’s Analysis ABRYX

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

People Pillar

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

A strong risk-balanced approach.

Analyst

Summary

| by Vedran Beogradlija

A thoughtful research process, run by industry veterans, has ensured that the investment approach of Invesco Balanced-Risk has been fortified over time. The fund’s cheapest share classes earn a Morningstar Analyst Rating of Bronze, while the more expensive shares are rated Neutral.

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