IVKSX – Fund Analysis – VY® Invesco Comstock S | Morningstar

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Will IVKSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IVKSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

This strategy continues to impress.

Analyst David Carey

David Carey

Analyst

Summary

Experienced managers and a well-executed contrarian approach earn VY Invesco Comstock a Morningstar Medalist Rating of Bronze for all share classes.

by David Carey

Rated on May 9, 2023 Published on May 9, 2023

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