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Morningstar

Invesco Dividend Income Investor FSTUX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 25.29  /  0.76 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 1.71%
  • Turnover 38%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis FSTUX

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

People Pillar

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

Settling in.

Senior Analyst

Summary

| by Stephen Welch

Invesco Dividend Income’s new lead manager is still implementing his vision for the team and process. It earns a Morningstar Analyst Rating of Neutral until the shifts take hold.

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