Even with the loss of two managers in late 2021, Invesco EQV European Equity’s sound approach and still-impressive management team earns the strategy Morningstar Analyst Ratings of Silver to Neutral, depending on share class fees.
Invesco EQV European Equity Investor EGINX
NAV / 1-Day Return
32.04
/
0.41
%
Total Assets
642.6 Mil
Adj. Expense Ratio
1.240%
Expense Ratio
1.240%
Fee Level
Above Average
Longest Manager Tenure
24.77
years
Category
Europe Stock
Investment Style
Mid BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
3.13%
Turnover
18%
Morningstar’s Fund Analysis EGINX
Will EGINX 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 EGINX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the EGINX 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 EGINX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Taking an unusual approach to the region.
