Invesco American Franchise’s management team is experienced and executes a logical approach, but the strategy doesn’t stand out in the competitive large-cap arena. All share classes receive a Morningstar Analyst Rating of Neutral.
Invesco American Franchise R5 VAFNX
NAV / 1-Day Return
23.35
/
2.91
%
Total Assets
13.7 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.
0.700%
Expense Ratio
0.700%
Fee Level
Above Average
Longest Manager Tenure
11.60
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
57%
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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 VAFNX 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 VAFNX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VAFNX 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 VAFNX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This team’s experience and stability hasn’t translated to results.
