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Invesco EQV Intl Small Company R6 IEGFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis IEGFX

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

  • People Pillar

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

An impending manager departure on a unique portfolio.

null Gregg Wolper

Gregg Wolper

Summary

Although a significant change in the manager ranks is coming down the road for Invesco EQV International Small Company, it only affects a minority of the portfolio, and an experienced team will remain in place. For that reason, the strategy’s People rating, which already had been downgraded to Above Average from High when another manager departed in 2021, remains at Above Average.

by Gregg Wolper
Rated on Published on

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