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Invesco Floating Rate ESG A AFRAX Fund Analysis

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| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis AFRAX

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

  • People Pillar

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

An ESG bank-loan strategy worth a look.

Senior Analyst Tom Murphy

Tom Murphy

Senior Analyst

Summary

Invesco Floating Rate ESG’s investment talent, risk management framework, and results warrant a Process upgrade to Above Average from Average.

by Tom Murphy
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