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Invesco Floating Rate ESG Y (AFRYX)

6.55
-0.01
(-0.15%)
At close: 8:00:04 PM EDT
Loading Chart for AFRYX
  • Previous Close 6.56
  • YTD Return 0.88%
  • Expense Ratio 0.84%
  • Category Bank Loan
  • Last Cap Gain -21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 2.53B
  • Beta (5Y Monthly) 0.13
  • Yield 9.35%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.10
  • Inception Date Apr 13, 2006

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in senior secured floating rate loans made by banks and other lending institutions, senior secured floating rate debt instruments, and derivatives and other instruments that have economic characteristics similar to such securities. It may invest up to 100% of its net assets in floating rate loans and floating rate debt securities that are determined to be below investment grade.

Invesco

Fund Family

Bank Loan

Fund Category

2.53B

Net Assets

2006-04-13

Inception Date

Performance Overview: AFRYX

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Trailing returns as of 3/31/2025. Category is Bank Loan.

YTD Return

AFRYX
0.88%
Category
2.87%
 

1-Year Return

AFRYX
7.07%
Category
10.15%
 

3-Year Return

AFRYX
6.06%
Category
3.23%
 

5-Year Return

AFRYX
5.47%
Category
3.90%
 

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Holdings: AFRYX

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Sector Weightings

SectorAFRYX
Energy   29.13%
Industrials   3.83%
Utilities   0.51%
Real Estate   0.00%
Technology   0.00%
Healthcare   0.00%

Recent News: AFRYX

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Research Reports: AFRYX

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