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Invesco Energy C IEFCX

Quantitative rating as of
  • NAV / 1-Day Return 24.82  /  1.66 %
  • Total Assets 638.3 Mil
  • Adj. Expense Ratio
    2.110%
  • Expense Ratio 2.120%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Equity Energy
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.76%
  • Turnover 18%

Morningstar’s Analysis IEFCX

Will IEFCX 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 C'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 most expensive quintile among peers.

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