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Invesco Capital Appreciation A OPTFX

Analyst rating as of
NAV / 1-Day Return
48.69  /  1.72 %
Total Assets
3.8 Bil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
Below Average
Longest Manager Tenure
1.77 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
78%

Morningstar’s Fund Analysis OPTFX

Will OPTFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Senior Analyst

Summary

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Invesco Capital Appreciation’s new managers have been successful elsewhere, but they still need to prove themselves in the large-growth space. As a result, the strategy's R5, R6, and Y shares' Morningstar Analyst Ratings drop to Neutral from Bronze; the rest remain at Neutral.

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