Philip Susser’s appointment to the management team on Invesco High Yield effective July 31, 2021, does not have a material impact on the strategy’s rating; it retains its People Pillar rating of Average. It continues to earn a Morningstar Analyst Rating of Neutral across most share classes, with a Negative rating on the most expensive share class.
Invesco High Yield Investor HYINX
NAV / 1-Day Return
3.92
/
0.01
%
Total Assets
946.3 Mil
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.
1.080%
Expense Ratio
1.080%
Fee Level
High
Longest Manager Tenure
1.27
years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / LimitedMin. Initial Investment
1,000
Status
Limited
TTM Yield
4.59%
Effective Duration
3.67
years
Premium
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.
Will HYINX 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 HYINX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HYINX 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 HYINX’s parent organization’s priorities and whether they’re in line with investors’ interests.
No Change to Ratings on Invesco High Yield Following Manager Addition
