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Morningstar

Invesco Growth and Income A ACGIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 21.50  /  0.92 %
  • Total Assets 4.4 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.53%
  • Turnover 23%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis ACGIX

Will ACGIX 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 ACGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ACGIX 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 ACGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lacks a competitive edge.

Analyst

Summary

| by Andrew Redden

Invesco Growth and Income lacks a clear edge and warrants a Morningstar Analyst Rating of Neutral across all share classes.

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