Skip to Content

Invesco Capital Appreciation A OPTFX

Analyst rating as of
Premium

Morningstar’s Analysis

Will OPTFX outperform in future?

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

A proven team takes on a new domain.

Associate Analyst

Summary

| |

Invesco Capital Appreciation’s new managers are experienced, but they need to prove that their approach translates to the large-growth arena. The strategy’s cheaper share classes earn a Morningstar Analyst Rating upgrade to Bronze, while pricier ones remain Neutral.

Unlock our full analysis with Morningstar Premium