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Morningstar

Invesco EQV Intl Small Company C IEGCX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 17.97  /  0.28 %
  • Total Assets 392.0 Mil
  • Adj. Expense Ratio
    2.220%
  • Expense Ratio 2.230%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Foreign Small/Mid Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.14%
  • Turnover 6%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis IEGCX

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

People Pillar

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

A unique option.

Senior Analyst

Summary

| by Gregg Wolper

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.

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