Invesco EQV International Small Company has capable, experienced managers and analysts in place, even after the departure of one longtime manager in September 2021. That said, this strategy's distinctive approach brings special risks as well as opportunities. It retains a Morningstar Analyst Rating of Neutral for all share classes.
Morningstar’s Fund Analysis IEGAX
Will IEGAX 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 IEGAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IEGAX 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 IEGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.