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Morningstar

Invesco EQV Asia Pacific Equity Y ASIYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 30.21  /  0.20 %
  • Total Assets 544.1 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.140%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Pacific/Asia ex-Japan Stk
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.84%
  • Turnover 13%

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

Morningstar’s Analysis ASIYX

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

People Pillar

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

Holds up better then most in tough times.

Senior Analyst

Summary

| by Gregg Wolper

Invesco EQV Asia Pacific has adjusted its name, but its thoughtful and effective approach, and a long-tenured management team firmly dedicated to that process, merit a Morningstar Analyst Rating of Silver for its Y and R6 share classes and Bronze ratings for its costlier A and C shares.

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