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Invesco Floating Rate ESG R5 AFRIX

Analyst rating as of
NAV / 1-Day Return
7.30  /  0.01 %
Total Assets
2.0 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.820%
Fee Level
Above Average
Longest Manager Tenure
15.21 years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
3.94%
Effective Duration
years
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Morningstar’s Analysis

Will AFRIX outperform in future?

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Summary

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Invesco Floating Rate ESG is managed by experienced leaders through a sensible but conventional approach, leading to middling results over the long term. Each of the strategy’s share classes earn a Morningstar Analyst Rating of Neutral.

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