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Invesco Select Risk: Moderate Inv Y OYMIX

Analyst rating as of
  • NAV / 1-Day Return 10.20  /  0.10 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.110%
  • Expense Ratio 0.660%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.85%
  • Turnover 32%

Morningstar’s Analysis OYMIX

Will OYMIX outperform in future?

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

A reasonable but undifferentiated approach.

Summary

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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.

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