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.
Invesco EQV Intl Small Company A IEGAX
NAV / 1-Day Return
18.92
/
0.58
%
Total Assets
345.3 Mil
Adj. Expense Ratio
1.480%
Expense Ratio
1.480%
Fee Level
High
Longest Manager Tenure
21.96
years
Category
Foreign Small/Mid Blend
Investment Style
Small BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
2.01%
Turnover
6%
Morningstar’s Fund Analysis IEGAX
Will IEGAX 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 IEGAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of IEGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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