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 IUTCX
Will IUTCX 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 IUTCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IUTCX 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 IUTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.