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Invesco Floating Rate ESG Y AFRYX

Analyst rating as of
NAV / 1-Day Return
6.80  /  0.13 %
Total Assets
3.6 Bil
Adj. Expense Ratio
0.760%
Expense Ratio
0.810%
Fee Level
Above Average
Longest Manager Tenure
16.76 years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
5.10%
Effective Duration
0.14 years

Morningstar’s Fund Analysis AFRYX

Will AFRYX 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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