Invesco Capital Appreciation’s new managers have been successful elsewhere, but they still need to prove themselves in the large-growth space. As a result, the strategy's R5, R6, and Y shares' Morningstar Analyst Ratings drop to Neutral from Bronze; the rest remain at Neutral.
Invesco Capital Appreciation R OTCNX
NAV / 1-Day Return
52.70
/
2.64
%
Total Assets
5.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.230%
Expense Ratio
1.230%
Fee Level
Average
Longest Manager Tenure
1.10
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
78%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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