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.
- NAV / 1-Day Return 24.82 / 1.66 %
- Total Assets 638.3 Mil
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Adj. Expense Ratio
- 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.