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Invesco Income Allocation R5 ILAAX

Analyst rating as of
NAV / 1-Day Return
10.37  /  0.78 %
Total Assets
471.1 Mil
Adj. Expense Ratio
0.610%
Expense Ratio
0.610%
Fee Level
Average
Longest Manager Tenure
7.73 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.67%
Turnover
16%

Morningstar’s Analysis

Will ILAAX outperform in future?

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

Room for improvement.

Associate Director

Summary

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Invesco Income Allocation’s yield-driven mandate produces a risky profile; combined with an underwhelming process and a new configuration of portfolio managers, it adds up to a lackluster offering. It receives a Morningstar Analyst Rating of Neutral across all share classes, except for the most expensive C share class, which is rated Negative.

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