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Morningstar

Invesco International Diversified C OIDCX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 14.57  /  −0.41 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.020%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover 7%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis OIDCX

Will OIDCX 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 OIDCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OIDCX 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 OIDCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid lineup that's not without its risks.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Invesco International Diversified boasts a stable of impressive underlying offerings, though the risks of its diversification strategy must be kept in mind as well as the benefits. The strategy retains a Morningstar Medalist Rating of Bronze for all share classes except the costly C shares, which are rated Neutral.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings OIDCX

More OIDCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco International Small-Mid Com R6

29.87 611.3 Mil
—

Invesco EQV International Equity R6

24.84 508.3 Mil
—

Invesco Oppenheimer International Gr R6

24.68 505.0 Mil
—

Invesco Developing Markets R6

19.68 402.7 Mil
—

Usd Currency Cash

0.93 19.1 Mil
Cash and Equivalents