Skip to Content
Morningstar

Invesco Equity and Income C ACERX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis ACERX

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

  • People Pillar

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

Lacks appeal.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Invesco Equity and Income’s team and approach are decent but lack clear competitive advantages.

by Andrew Redden
Rated on Published on

Unlock our full analysis with Morningstar Investor