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.
Invesco Capital Appreciation C OTFCX
NAV / 1-Day Return
34.11
/
0.24
%
Total Assets
5.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.730%
Expense Ratio
1.730%
Fee Level
Average
Longest Manager Tenure
1.08
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
78%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will OTFCX 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 OTFCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OTFCX 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 OTFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An experienced team takes on a new domain.
