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Morningstar

Invesco Energy C IEFCX

Morningstar Analyst Rating
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%

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

Morningstar’s Analysis IEFCX

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

People Pillar

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

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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