Despite VY Invesco Comstock's style headwinds in recent years, the seasoned management team has stuck to its patient deep-value approach. The strategy earns a Morningstar Analyst Rating of Bronze across all share classes.
Will IVKIX 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 IVKIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IVKIX 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 IVKIX’s parent organization’s priorities and whether they’re in line with investors’ interests.