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Morningstar

Invesco Environmental Focus Muni A OPAMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.68  /  0.09 %
  • Total Assets 89.7 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Muni National Long
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.89%
  • Effective Duration 10.24 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis OPAMX

Will OPAMX outperform in future?

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

Process Pillar

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

People Pillar

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

Summary

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Weakness in Invesco Environmental Focus Muni A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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