The combination of a middling Process Pillar rating and a Low People Pillar rating limit Invesco Exchange to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 668.40 / 1.98 %
- Total Assets 56.2 Mil
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Adj. Expense Ratio
- Expense Ratio 0.540%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Closed
- TTM Yield 2.06%
- Turnover 0
Morningstar’s Analysis ACEHX
Will ACEHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.