Invesco American Franchise has replaced half its investment team in the past year, leaving a lot of question marks. The fund maintains a Morningstar Analyst Rating of Neutral for all share classes.
- NAV / 1-Day Return 20.76 / 1.57 %
- Total Assets 11.9 Bil
-
Adj. Expense Ratio
0.700%
- Expense Ratio 0.700%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 97%
Morningstar’s Analysis VAFIX
Will VAFIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 73
- Bond Holdings 0
- Other Holdings 10
- % Assets in Top 10 Holdings 49.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector