Despite Invesco Comstock's style headwinds in recent years, the seasoned management team has stuck to its patient deep-value approach. The strategy's cheapest share classes earn a Morningstar Analyst Rating of Silver, while pricier ones warrant Bronze and Neutral.
Will ACSRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ACSRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ACSRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ACSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.