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Morningstar

Invesco Dividend Income Y IAUYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 25.18  /  0.40 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.98%
  • Turnover 38%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis IAUYX

Will IAUYX 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 IAUYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IAUYX 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 IAUYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Settling in.

Senior Analyst

Summary

| by Stephen Welch

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.

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