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Morningstar

Invesco Global Opportunities C OGICX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 36.95  /  −0.11 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.880%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

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.

Getting a makeover.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Major changes are on tap for Invesco Global Opportunities, bringing some uncertainty in their wake. The strategy’s People and Process pillar ratings both remain at Average.

by Gregg Wolper
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OGICX

More OGICX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Jack Henry & Associates Inc

2.55 91.0 Mil
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Disco Corp

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Technology

Usd Currency Cash

2.15 76.8 Mil
Cash and Equivalents

SEI Investments Co

2.15 76.7 Mil
Financial Services

Carl Zeiss Meditec AG

2.05 73.2 Mil
Healthcare

Qualcomm Inc

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Technology

Deckers Outdoor Corp

1.83 65.1 Mil
Consumer Cyclical

Lincoln Electric Holdings Inc

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Industrials