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Invesco Energy Inv FSTEX

Quantitative rating as of
  • NAV / 1-Day Return 29.25  /  0.83 %
  • Total Assets 627.3 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.370%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Equity Energy
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.89%
  • Turnover 18%

Morningstar’s Analysis FSTEX

Will FSTEX outperform in future?

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

Summary

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Weakness in Invesco Energy Inv's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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