Advertisement
Skip to Content

Invesco Floating Rate ESG C AFRCX

Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 6.75  /  0.02 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.560%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Bank Loan
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 6.61%
  • Effective Duration 0.11 years

Morningstar’s Analysis AFRCX

Will AFRCX outperform in future?

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

An experienced team manages this ESG mandate.

Summary

|

Invesco Floating Rate ESG’s process has yet to give this strategy an edge over its bank-loan competitors, but the portfolio management team is experienced, stable, and supported by one of the largest bank-loan groups in the industry. All share classes receive a Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Investor