Invesco Senior Floating Rate seems to have put its troubles behind it. As lead manager David Lukkes settles into his role, the strategy more fully reflects his leadership and the oversight of the firm's investment committee. Most share classes earn a Morningstar Analyst Rating of Neutral, while the most expensive C shares earn a Negative rating.
Will OOSYX 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 OOSYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OOSYX 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 OOSYX’s parent organization’s priorities and whether they’re in line with investors’ interests.