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Morningstar

Invesco EQV International Equity R AIERX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 21.03  /  0.19 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.570%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 39%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis AIERX

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

People Pillar

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

New name, same approach.

Senior Analyst

Summary

| by Gregg Wolper

Invesco EQV International Equity’s new name more accurately reflects its approach, which—along with its long-tenured, knowledgeable management team—earns the strategy a Morningstar Analyst Rating of Silver for all share classes except the more expensive R and C shares, which are rated Bronze.

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