Invesco American Franchise offers a reasonable investment approach, but it ultimately fails to compete in the competitive U.S.-large cap space, earning the strategy a Morningstar Analyst Rating of Neutral for all share classes.
Will VAFIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VAFIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VAFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VAFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.