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Morningstar

VY® Invesco Global S IGMSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 15.64  /  1.03 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 7%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis IGMSX

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

People Pillar

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

A concentrated, patient approach.

Senior Analyst

Summary

| by Gregg Wolper

VY Invesco Oppenheimer Global takes a reasonable approach to global growth investing but its management hasn’t been implementing it for very long or with notable success so far. The fund retains Morningstar Analyst Ratings of Bronze for its I shares and Neutral for its other share classes.

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