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Morningstar

Invesco Global Opportunities R OGINX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 42.89  /  −0.46 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis OGINX

Will OGINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OGINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OGINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OGINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Getting a makeover.

null Gregg Wolper

Gregg Wolper

Summary

Major changes are on tap for Invesco Global Opportunities, bringing some uncertainty in their wake. The strategy’s People and Process pillar ratings both remain at Average.

by Gregg Wolper
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OGINX

More OGINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

Jack Henry & Associates Inc

2.55 91.0 Mil
Technology

Disco Corp

2.26 80.4 Mil
Technology

Usd Currency Cash

2.15 76.8 Mil
Cash and Equivalents

SEI Investments Co

2.15 76.7 Mil
Financial Services

Carl Zeiss Meditec AG

2.05 73.2 Mil
Healthcare

Qualcomm Inc

1.90 67.8 Mil
Technology

Deckers Outdoor Corp

1.83 65.1 Mil
Consumer Cyclical

Lincoln Electric Holdings Inc

1.76 62.8 Mil
Industrials