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Morningstar

Invesco Exchange ACEHX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 668.40  /  1.98 %
  • Total Assets 56.2 Mil
  • Adj. Expense Ratio
    0.490%
  • 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

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis ACEHX

Will ACEHX 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 ACEHX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ACEHX 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 ACEHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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