A reasonable set of portfolio managers and sufficient resources support Invesco Active Allocation, but recent changes to the process have not yet generated a discernable edge in positioning relative to peers. The strategy continues to earn a Morningstar Analyst Rating of Neutral across all share classes.
NAV / 1-Day Return
13.20 / 0.08 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--70% to 85% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Fund Analysis OAAYX
Will OAAYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.