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Morningstar

Invesco Capital Appreciation R OTCNX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 43.87  /  1.60 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 70%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis OTCNX

Will OTCNX 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 OTCNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

An experienced team needs to prove themselves in a large-growth strategy.

Senior Analyst

Summary

| by David Kathman

Invesco Capital Appreciation’s managers still need to demonstrate that they can stand out from the large-growth pack. The fund earns a Morningstar Analyst Rating of Neutral for all share classes.

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