Invesco EQV International Equity’s lead manager, Clas Olsson, has announced that he will step off this offering as of Dec. 29, 2023. That will change the dynamic here. However, three experienced, long-tenured managers will remain on board, and two more will be promoted to that level. Experienced analysts will continue to back them up. Thus, while the People Pillar rating is downgraded from High to Above Average, this remains a solid team.
Invesco EQV International Equity R5 AIEVX
- NAV / 1-Day Return 24.12 / +1.34 %
- Total Assets 2.7 Bil
-
Adj. Expense Ratio
0.920%
- Expense Ratio 0.920%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Foreign Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.95%
- Turnover 32%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis AIEVX
Will AIEVX 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 27.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
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