Advertisement
Skip to Content

Invesco Select Risk: Mod Cnsv Inv R5 CMAIX

Analyst rating as of
  • NAV / 1-Day Return 10.02  /  0.00
  • Total Assets 307.0 Mil
  • Adj. Expense Ratio
    0.150%
  • Expense Ratio 0.640%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.32%
  • Turnover 28%

Morningstar’s Analysis CMAIX

Will CMAIX outperform in future?

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

A reasonable but undifferentiated approach.

Summary

|

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.

Unlock our full analysis with Morningstar Investor