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.
Invesco Equity and Income C ACERX
NAV / 1-Day Return
11.97
/
0.17
%
Total Assets
13.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.540%
Expense Ratio
1.540%
Fee Level
Below Average
Longest Manager Tenure
18.24
years
Category
Allocation--50% to 70% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
0.68%
Turnover
133%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
While its team has changed a bit, this fund’s long-term prospects have not.
