Invesco Convertible Securities has an experienced team, but its strategy has not distinguished it from its peers. It earns a Morningstar Analyst Rating of Neutral for most share classes, and Negative for its most expensive.
Invesco Convertible Securities A CNSAX
NAV / 1-Day Return
32.56
/
0.58
%
Total Assets
1.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.920%
Expense Ratio
0.920%
Fee Level
Low
Longest Manager Tenure
23.57
years
Category
Convertibles
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.92%
Turnover
65%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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Convertible exposure without a clear advantage.
