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Morningstar

Invesco Capital Appreciation Y OTCYX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 65.96  /  0.93 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 70%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis OTCYX

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

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of OTCYX’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 David Kathman

David Kathman

Senior Analyst

Summary

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.

by David Kathman
Rated on Published on

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Portfolio Holdings OTCYX

More OTCYX Holdings
  • Current Portfolio Date
  • Equity Holdings 68
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 48.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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