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Morningstar

Invesco Global Allocation A QVGIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 17.45  /  0.46 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.320%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 5.78%
  • Turnover 151%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis QVGIX

Will QVGIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QVGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the QVGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of QVGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This flexible, highly tactical approach can get caught out of position.

Analyst

Summary

| by Vedran Beogradlija

Invesco Global Allocation’s highly tactical, macro-driven approach can be difficult to execute consistently. The strategy retains a Morningstar Analyst Rating of Neutral across all share classes.

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