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Invesco Capital Apprec C OTFCX

Analyst rating as of
NAV / 1-Day Return
48.18  /  1.09 %
Total Assets
5.3 Bil
Adj. Expense Ratio
1.780%
Expense Ratio
1.780%
Fee Level
Average
Longest Manager Tenure
0.20 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
31%
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Morningstar’s Analysis

Will OTFCX outperform in future?

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Associate Analyst

Summary

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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.

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