The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Invesco Limited Term CA Municipal C 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 3.12 / 0.02 %
- Total Assets 714.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.550%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Muni Single State Short
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.25%
- Effective Duration 4.45 years
Morningstar’s Analysis OLCCX
Will OLCCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.