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Morningstar

Invesco Growth and Income A ACGIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
23.66  /  0.25 %
Total Assets
4.4 Bil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Fee Level
Low
Longest Manager Tenure
19.74 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.15%
Turnover
23%

USD | NAV as of Nov 25, 2022 | 1-Day Return as of Nov 25, 2022, 9:41 PM GMT+00:00

Morningstar’s Fund 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

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

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