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 44.46 / 1.40 %
- Total Assets 3.6 Bil
-
Adj. Expense Ratio
0.870%
- Expense Ratio 0.870%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Global Small/Mid Stock
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 9%
Morningstar’s Analysis OGIYX
Will OGIYX 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 74
- Bond Holdings 0
- Other Holdings 11
- % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Aston Martin Lagon
7.50
302,010,471
—
Invesco Shrt-Trm Inv Treasury Instl
3.30
132,677,740
Cash and Equivalents
Usd Currency Cash
3.22
129,780,285
Cash and Equivalents
Invesco Shrt-Trm Inv Gov&Agcy Instl
2.88
116,093,022
Cash and Equivalents