With a knowledgeable and experienced management team and a willingness to go its own way, Invesco EQV Emerging Markets All Cap has the tools to outperform, but its approach to risk management needs work. Its People rating remains High, but its Process rating drops to Average from Above Average, and the Morningstar Analyst Ratings for most share classes have been downgraded to Bronze from Silver. (The costly C shares fall to Neutral from Bronze.)
Morningstar’s Fund Analysis GTDIX
Will GTDIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GTDIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the GTDIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of GTDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.