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Invesco Equity and Income R ACESX

Analyst rating as of
  • NAV / 1-Day Return 10.27  /  0.77 %
  • Total Assets 12.2 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.040%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.57%
  • Turnover 152%

Morningstar’s Analysis ACESX

Will ACESX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Not a standout.

Summary

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

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