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.
Will AFRRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AFRRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AFRRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AFRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.