Skip to Content

Invesco Balanced-Risk Allocation A ABRZX

Analyst rating as of
NAV / 1-Day Return
9.02  /  0.22 %
Total Assets
2.0 Bil
Adj. Expense Ratio
1.370%
Expense Ratio
1.370%
Fee Level
Below Average
Longest Manager Tenure
13.21 years
Category
Tactical Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
14.09%
Turnover
16%

Morningstar’s Fund Analysis ABRZX

Will ABRZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong risk-balanced approach.

Senior Analyst

Summary

| |

Recent process changes have again demonstrated the thoughtful way in which the team, led by experienced manager Scott Wolle, continues to improve this risk parity strategy. Invesco Balanced-Risk Allocation's cheapest share classes earn a Morningstar Analyst Rating of Bronze, while the more expensive are Neutral.

Unlock our full analysis with Morningstar Investor