Invesco Value Opportunities C's Average Process and People Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 15.20 / 1.81 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.890%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.14%
- Turnover 65%
Morningstar’s Analysis VVOCX
Will VVOCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.