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.
- NAV / 1-Day Return 39.75 / 1.92 %
- Total Assets 3.5 Bil
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Adj. Expense Ratio
- Expense Ratio 1.370%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Global Small/Mid Stock
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 9%
Morningstar’s Analysis OGINX
Will OGINX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 81
- Bond Holdings 0
- Other Holdings 11
- % Assets in Top 10 Holdings 38.9