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Morningstar

Invesco Global Opportunities C OGICX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 39.19  /  1.04 %
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.800%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 9%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis OGICX

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

People Pillar

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

Facing rough weather.

Senior Analyst

Summary

| by Gregg Wolper

Invesco Global Opportunities’ bold approach has always tempted fate, and early 2022 brought the reckoning. This strategy’s mixture of admirable traits and serious risks continues to result in a Morningstar Analyst Rating of Neutral for all share classes.

Unlock our full analysis with Morningstar Investor