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Invesco Floating Rate ESG R AFRRX

Analyst rating as of
  • NAV / 1-Day Return 6.77  /  0.19 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • 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 AFRRX

Will AFRRX outperform in future?

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

An experienced team manages this ESG mandate.

Summary

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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.

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