Skip to Content

Invesco Floating Rate ESG R5 AFRIX

Analyst rating as of
NAV / 1-Day Return
6.79  /  0.07 %
Total Assets
3.6 Bil
Adj. Expense Ratio
0.770%
Expense Ratio
0.780%
Distribution Fee Level
Above Average
Share Class Type
Retirement, Large
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
4.84%
Effective Duration
0.13 years

Morningstar’s Analysis AFRIX

Will AFRIX 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