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Morningstar

Invesco EQV European Equity R AEDRX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 37.65  /  +1.26 %
  • Total Assets 478.7 Mil
  • Adj. Expense Ratio
    1.670%
  • 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 1.13%
  • Turnover 17%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 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.

  • Process Pillar

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

  • People Pillar

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

The record has been dented, but admirable traits remain in place.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Invesco EQV European Equity's management team has enough experience and knowledge to withstand the manager departures in recent years, and its reasonable approach remains intact

by Gregg Wolper
Rated on Published on

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Portfolio Holdings AEDRX

More AEDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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