Invesco Dividend Income’s new lead manager is still implementing his vision for the team and process. It earns a Morningstar Analyst Rating of Neutral until the shifts take hold.
Morningstar’s Fund Analysis IAUTX
Will IAUTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IAUTX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IAUTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IAUTX’s parent organization’s priorities and whether they’re in line with investors’ interests.