Invesco Equity and Income is a middling option at this juncture. The strategy receives a Morningstar Analyst Rating of Neutral across all share classes.
Invesco Equity and Income C ACERX
NAV / 1-Day Return
11.31
/
0.00
Total Assets
13.4 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.
1.530%
Expense Ratio
1.530%
Fee Level
Below Average
Longest Manager Tenure
18.72
years
Category
Allocation--50% to 70% Equity
Investment Style
Large ValueCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
0.55%
Turnover
127%
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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.
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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.
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