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.
Morningstar’s Fund Analysis ABRZX
Will ABRZX 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 ABRZX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ABRZX 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 ABRZX’s parent organization’s priorities and whether they’re in line with investors’ interests.