The excellent record posted by Invesco Global Opportunities under its long-tenured manager is not a mirage, but the caveats that come along with it limit the fund’s Morningstar Analyst Rating to Neutral for all share classes.
Invesco Global Opportunities C OGICX
NAV / 1-Day Return
51.60
/
2.49
%
Total Assets
7.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.860%
Expense Ratio
1.860%
Fee Level
Below Average
Longest Manager Tenure
26.31
years
Category
World Small/Mid Stock
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
7%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Successful, but invest with eyes wide open.
