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Morningstar

Invesco Equity and Income C ACERX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.03  /  0.10 %
  • Total Assets 12.2 Bil
  • Adj. Expense Ratio
    1.530%
  • 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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

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.

Not a standout.

Analyst

Summary

| by Andrew Redden

Invesco Equity and Income lacks a clear edge, warranting a Morningstar Analyst Rating of Neutral across all its share classes.

Unlock our full analysis with Morningstar Investor