Invesco Global Core Equity has a new management team and a new approach. On Sept. 7. Michael Hatcher and his team in Invesco's Toronto office—who had only been in charge of this offering for three years—were replaced by a separate Invesco team located in Invesco’s Henley Investment Center outside of London. The strategy's People and Process ratings remain at Average.
Invesco Global Core Equity Y AWSYX
- NAV / 1-Day Return — / —
- Total Assets 595.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.010%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Global Large-Stock Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.52%
- Turnover 107%
Morningstar’s Analysis AWSYX
Will AWSYX 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 29.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.54 | 33.8 Mil | Technology |
3i Group Ord | 3.05 | 18.6 Mil | Financial Services |
Amazon.com Inc | 2.97 | 18.1 Mil | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 2.91 | 17.7 Mil | Financial Services |
Progressive Corp | 2.77 | 16.9 Mil | Financial Services |
Samsung Electronics Co Ltd | 2.62 | 16.0 Mil | Technology |
UnitedHealth Group Inc | 2.51 | 15.3 Mil | Healthcare |
Copart Inc | 2.25 | 13.7 Mil | Industrials |
Mastercard Inc Class A | 2.25 | 13.7 Mil | Financial Services |
Constellation Software Inc | 2.20 | 13.4 Mil | Technology |