Invesco International Small Company will soon lose one of its lead managers. While it still has capable, experienced managers and analysts in place, that along with some other issues lead to a downgrade of its Morningstar Analyst Rating to Neutral from Bronze for all share classes except the costly C shares, which remain Neutral.
Will IEGIX 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 IEGIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IEGIX 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 IEGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.