Advertisement
Skip to Content
Morningstar

Invesco Convertible Securities A CNSAX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 21.87  /  0.64 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Convertibles
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.84%
  • Turnover 61%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis CNSAX

Will CNSAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CNSAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CNSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CNSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Convertible exposure that doesn't stand out.

Analyst

Summary

| by Chiayi Tsui

Invesco Convertible Securities boasts a stable and experienced team but offers few other compelling advantages. A conservative style and indistinct sector and security allocations erode the strategy’s potential to deliver. It earns a Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Investor