Fund Research and Analysis

by Alec Lucas, Ph.D.
Invesco American Franchise has struggled to make a case for itself amid inconsistent analyst support and uninspiring performance. It receives a Morningstar Analyst Rating of Neutral. Analyst turnover has been near universal. Lead manager Erik Voss and   Read more 

Process Pillar:Neutral

The managers and their four-person analyst team focus their bottom-up research efforts on the Russell 1000 Growth Index’s constituents and make use of sell-side research to find stable-growth and catalyst-driven   Read more 

Performance Pillar:Negative

The fund receives a Negative Performance rating because of its subpar track record under managers Erik Voss and Ido Cohen. From their mid-2010 start date through May 2017, the fund’s 13.5% annualized   Read more 

People Pillar:Neutral

This fund receives a Neutral People Pillar rating because its management team has a mixed record and has had trouble with analyst turnover here.Lead manager Erik Voss is experienced but hasn’t distinguished himself. He got his industry start in 1993   Read more 

Price Pillar:Neutral

Mediocre fees earn the fund a Neutral Price rating. The A shares’ 1.08% expense ratio, which applies to more than nine tenths of the fund’s assets, is 5 basis points below the large-cap front-load peer   Read more 

This Silver-Rated Large-Value Fund Doesn't Look Like Peers 
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