The managerial changes at Invesco EQV European Equity are meaningful, but an experienced team with a sound approach remains on board. The People and Process ratings both stay at Above Average.
Invesco EQV European Equity R AEDRX
- NAV / 1-Day Return 36.04 / +1.24 %
- Total Assets 467.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.670%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Europe Stock
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.18%
- Turnover 17%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis AEDRX
Will AEDRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
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