Morningstar

Invesco Income Advantage U.S. Fund Class A SCAUX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Invesco Investment Hub
  • NAV / 1-Day Return$12.53  /  −0.32%
  • Fund Size$213.7M
  • Adjusted Expense Ratio1.110%
  • Net Expense Ratio1.080%
  • Fee Level: DistributionLow
  • Share Class TypeFront Load
  • Morningstar CategoryDerivative Income - Diversified
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield6.61%
  • Turnover Ratio11%
NAV and 1-Day Return as of

Morningstar’s Analysis SCAUX

Will SCAUX outperform in the 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 SCAUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCAUX 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 SCAUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Income Advantage U.S. Fund A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SCAUX

More SCAUX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Shrt-Trm Inv Gov&Agcy Instl

13.4929M
Cash and Equivalents

Invesco Shrt-Trm Inv Treasury Instl

12.4527M
Cash and Equivalents

NVIDIA Corp

6.3014M
Technology

Apple Inc

5.6512M
Technology

Microsoft Corp

4.4610M
Technology

Amazon.com Inc

2.846M
Consumer Cyclical

Alphabet Inc Class A

2.385M
Communication Services

Alphabet Inc Class C

2.054M
Communication Services

Broadcom Inc

1.944M
Technology

Meta Platforms Inc Class A

1.894M
Communication Services

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.