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Invesco Equity and Income R5 ACEKX

Analyst rating as of
NAV / 1-Day Return
9.90  /  0.41 %
Total Assets
11.4 Bil
Adj. Expense Ratio
0.480%
Expense Ratio
0.480%
Fee Level
Below Average
Longest Manager Tenure
17.48 years
Category
US Fund Allocation--50% to 70% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.24%
Turnover
138%
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Morningstar’s Analysis

Will ACEKX outperform in future?

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

While its team has changed a bit, this fund’s long-term prospects have not.

Senior Analyst

Summary

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Invesco Equity and Income's unproven equity team and mediocre record using the current process keep its Morningstar Analyst Rating at Neutral across all share classes.

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