Invesco Global Growth’s investment profile has changed in an important way, but concerns remain about its prospects. It retains a Morningstar Analyst Rating of Neutral for all share classes.
Invesco Global Growth C AGGCX
NAV / 1-Day Return
33.03
/
0.46
%
Total Assets
988.6 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.970%
Expense Ratio
1.970%
Fee Level
Average
Longest Manager Tenure
17.73
years
Category
World Large-Stock Growth
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
90%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will AGGCX 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 AGGCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AGGCX 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 AGGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
With more assets in the U.S., this fund now is less of an outlier.
