Invesco Active Allocation has seen recent manager changes and offers a reasonable, but undifferentiated, approach to a moderately aggressive allocation fund. It continues to earn a Morningstar Analyst rating of Neutral across most share classes as the managers build out a track record. The most expensive share class has been downgraded to Negative under our enhanced ratings methodology.
Will OAAAX 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 OAAAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OAAAX 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 OAAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.