Advertisement
Skip to Content

Invesco Short Term Municipal A ORSTX

Quantitative rating as of
  • NAV / 1-Day Return 3.75  /  0.02 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.99%
  • Effective Duration 0.90 years

Morningstar’s Analysis ORSTX

Will ORSTX outperform in future?

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

Summary

|

Invesco Short Term Municipal A's Average Process and People Pillar ratings aren't enough to prevent other weaknesses from sending this strategy 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 highest quintile among peers.

Unlock our full analysis with Morningstar Investor