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.
Will OTCYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OTCYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OTCYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OTCYX’s parent organization’s priorities and whether they’re in line with investors’ interests.