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Invesco Quality Income R5 VUSJX

Quantitative rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 9.91  /  0.89 %
  • Total Assets 675.6 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.570%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 3.25%
  • Effective Duration 6.05 years

Morningstar’s Analysis VUSJX

Will VUSJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Invesco Quality Income R5's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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