Morningstar

Invesco Income Advantage U.S. Fund Class R SCRUX

Morningstar Medalist Rating
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Medalist Rating as of See Invesco Investment Hub
  • NAV / 1-Day Return $12.58  /  −1.02 %
  • Fund Size $216.0M
  • Adjusted Expense Ratio 1.360%
  • Net Expense Ratio 1.330%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Derivative Income
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 6.18%
  • Turnover Ratio 34%
NAV and 1-Day Return as of

Morningstar’s Analysis SCRUX

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

  • People Pillar

    The People Pillar is our evaluation of the SCRUX 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 SCRUX’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 R 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
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Portfolio Holdings SCRUX

More SCRUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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