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Morningstar

Invesco American Franchise R5 VAFNX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 18.47  /  0.71 %
  • Total Assets 11.0 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 97%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis VAFNX

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.

A new lead manager has plenty to prove here.

Senior Analyst

Summary

| by David Kathman

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.

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