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Invesco Income Y AGVYX

Quantitative rating as of
  • NAV / 1-Day Return 7.14  /  0.30 %
  • Total Assets 394.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.660%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.70%
  • Effective Duration 4.35 years

Morningstar’s Analysis AGVYX

Will AGVYX outperform in future?

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

Summary

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Weakness in Invesco Income Y's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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