Invesco Floating Rate ESG Fund Q3 2024 Commentary

2 days ago · Invesco Floating Rate ESG Fund’s Class Y shares at net asset value returned 1.95% for Q3 2024, underperforming its benchmark. Click here to read the full commentary.

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Invesco Floating Rate ESG Fund Q3 2024 Commentary

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2 days ago · Invesco Floating Rate ESG Fund’s Class Y shares at net asset value returned 1.95% for Q3 2024, underperforming its benchmark. Click here to read the full commentary.

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Invesco Senior Floating Rate Fund Q3 2024 Commentary

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2 days ago · Summary. The Invesco Senior Floating Rate Fund Y Class shares returned 1.95% in Q3 2024, underperforming the JP Morgan Leveraged Loan Index's 2.04%.

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Invesco Floating Rate ESG C Fund Stock Price - Morningstar

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Apr 1, 2024 · In anticipation of lower interest rates in 2024, the managers increased the portfolio’s allotment in high-yield corporate bonds to 10% of assets as of December 2023 from 6% as of …

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Invesco Floating Rate ESG Fund Q3 2024 Commentary (AFRAX)

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3 days ago · Invesco Floating Rate ESG Fund’s Class Y shares at net asset value returned 1.95% for Q3 2024, underperforming its benchmark. Read More

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Invesco Senior Floating Rate Fund

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Q3 2024 as of September 30, 2024 Invesco Senior Floating Rate Fund A: OOSAX | R6: OOSIX | Y: OOSYX ... Invesco Senior Floating Rate Fund Class A at NAV: $14,133 9/14 0 $5,000 …

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FAQs about Invesco Floating Rate ESG Fund Q3 2024 Commentary Coupon?

What is the Invesco Floating Rate ESG Fund?

The Invesco Floating Rate ESG Fund is a fund that targets floating-rate high yield returns by investing in the senior, private debt of large companies. It is managed to a high standard for environmental, social, and governance (ESG) risk. The fund helps mitigate the impact of rising interest rates with floating-rate loans. ...

What are ESG factors?

ESG factors may affect the Fund’s exposure to certain companies or industries and may not work as intended. The Fund may underperform other funds that do not assess ESG factors or that use a different methodology to identify and/or incorporate ESG factors. ...

Does ESG affect fund performance?

ESG is not a uniformly defined characteristic and as a result, information used by the Fund to evaluate such factors may not be readily available, complete or accurate, and may vary across providers and issuers. There is no guarantee that ESG considerations will enhance Fund performance. ...

Are issuers considered ESG-focused companies?

Environmental, Social and Governance (ESG) considerations may vary across investments and issuers, and not every ESG factor may be identified or evaluated for investment. The Fund will not be solely based on ESG considerations; therefore, issuers may not be considered ESG-focused companies. ...

Why does the fund underperform a fund based on ESG scores?

that a majority of the collateral may be illiquid.The Fund uses an Environmental, Social and Governance (ESG) scoring methodology to evaluate securities and may forego some market opportuni ies available to funds that do not use ESG factors. As a result, the Fund may underperform funds that do not screen or score companies based ...

How did Invesco income Allocation Fund Class A perform in Q3?

Invesco Income Allocation Fund Class A shares at net asset value (NAV) had a positive return for the third quarter but underperformed its style-specific benchmark, the Custom Invesco Income Allocation Index. Contributors to performance ...