Invesco Global Growth’s strategy remains intact, but its comparison group has changed. The result is an upgrade of its Morningstar Analyst Rating to Bronze for its R5 and R6 share classes, while its other share classes remain at Neutral.
Will AGGAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGGAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AGGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AGGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.