Morningstar

Invesco American Franchise A VAFAX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 28.38  /  +0.42 %
  • Total Assets 16.0 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 73%

USD | NAV as of Sep 30, 2024 | 1-Day Return as of Sep 30, 2024, 10:18 PM GMT+0

Morningstar’s Analysis VAFAX

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

  • People Pillar

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

This fund's lead manager still needs to prove himself in the large-growth space.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Invesco American Franchise’s new lead manager still has plenty to prove. The fund maintains pillar ratings of Average for both People and Process.

by David Kathman
Rated on Published on

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Portfolio Holdings VAFAX

More VAFAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Intuitive Surgical Inc

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