VY Invesco Oppenheimer Global’s history and strategy provide encouragement, but the manager has a fairly short record and a small analyst staff. It receives a Morningstar Analyst Rating of Bronze for the I share class and Neutral for the costlier share classes.
Will IGMAX 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 IGMAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IGMAX 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 IGMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.