AFRCX – Fund Analysis – Invesco Floating Rate ESG C | Morningstar

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Will AFRCX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AFRCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the AFRCX 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 AFRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An ESG bank-loan strategy worth a look.

Analyst Thomas Murphy

Thomas Murphy

Analyst

Summary

Invesco Floating Rate ESG’s investment talent, risk management framework, and results warrant a Process upgrade to Above Average from Average.

by Thomas Murphy

Rated on Apr 1, 2024 Published on Apr 1, 2024

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