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Invesco Income Allocation R5 ILAAX

Analyst rating as of
  • NAV / 1-Day Return 10.53  /  0.19 %
  • Total Assets 444.8 Mil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.610%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.82%
  • Turnover 16%

Morningstar’s Analysis ILAAX

Will ILAAX outperform in future?

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

An unrewarding approach to yield.

Summary

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Invesco Income Allocation’s narrow focus on yield goals drives a riskier approach to asset allocation and fund selection. With a lackluster risk management approach and tight team resources, it receives a Morningstar Analyst Rating of Neutral across most share classes, with the more expensive C share getting Negative.

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