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Morningstar

Invesco Global Focus Y GLVYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 56.05  /  2.33 %
  • Total Assets 508.2 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 25%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GLVYX

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

People Pillar

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

Summary

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A middling Parent Pillar rating and a subpar People Pillar limit Invesco Global Focus Y to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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