Invesco Equity and Income lacks a clear edge, warranting a Morningstar Analyst Rating of Neutral across all its share classes.
- NAV / 1-Day Return 10.03 / 0.10 %
- Total Assets 12.2 Bil
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Adj. Expense Ratio
- Expense Ratio 1.540%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Allocation—70% to 85% Equity
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.05%
- Turnover 152%
Morningstar’s Analysis ACERX
Will ACERX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.