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.
- NAV / 1-Day Return 29.25 / 0.83 %
- Total Assets 627.3 Mil
Adj. Expense Ratio
- 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.