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Invesco Capital Appreciation Y OTCYX

Analyst rating as of
NAV / 1-Day Return
58.35  /  0.83 %
Total Assets
4.0 Bil
Adj. Expense Ratio
0.730%
Expense Ratio
0.730%
Fee Level
Average
Longest Manager Tenure
1.54 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
78%

Morningstar’s Analysis

Will OTCYX outperform in future?

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

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Senior Analyst

Summary

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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.

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