Invesco European Growth's experienced and stable management team, moderate all-cap approach, and long-term focus have paid off over time. Under the enhanced Morningstar Analyst Rating system, its R6 shares receive a rating of Gold, while other share classes receive a Silver rating, except for the costly C shares, which receive a Bronze.
Invesco European Growth Investor EGINX
NAV / 1-Day Return
40.85
/
1.26
%
Total Assets
1.1 Bil
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.
1.300%
Expense Ratio
1.300%
Fee Level
Above Average
Longest Manager Tenure
23.32
years
Category
Europe Stock
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Limited
TTM Yield
1.41%
Turnover
27%
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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 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.
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