Morningstar

Invesco Global Core Equity Fund Class Y AWSYX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return —  /  —
  • Total Assets 624.8M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.65%
  • Turnover 80%

Morningstar’s Analysis AWSYX

Will AWSYX outperform in the 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 AWSYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Global Core Equity Y holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AWSYX

More AWSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.79 31M
Technology

Alphabet Inc Class A

3.68 24M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

3.50 23M
Technology

Microsoft Corp

3.22 21M
Technology

Apple Inc

3.14 21M
Technology

Amazon.com Inc

3.06 20M
Consumer Cyclical

Texas Instruments Inc

3.02 20M
Technology

Berkshire Hathaway Inc Class B

2.71 18M
Financial Services

Canadian Pacific Kansas City Ltd

2.38 16M
Industrials

Contemporary Amper

2.34 15M
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