Invesco Convertible Securities boasts a stable and experienced team but offers few other compelling advantages. A conservative style and indistinct sector and security allocations erode the strategy’s potential to deliver. It earns a Morningstar Analyst Rating of Neutral.
- NAV / 1-Day Return 21.74 / 0.32 %
- Total Assets 1.0 Bil
Adj. Expense Ratio
- Expense Ratio 0.630%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Convertibles
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.12%
- Turnover 61%
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