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.
Invesco Global Opportunities Y OGIYX
- NAV / 1-Day Return 47.83 / −1.16 %
- Total Assets 3.3 Bil
-
Adj. Expense Ratio
0.880%
- Expense Ratio 0.880%
- 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 29%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0
Morningstar’s Analysis OGIYX
Will OGIYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Advanced Micro Devices Inc | 3.64 | 129.8 Mil | Technology |
Manhattan Associates Inc | 3.02 | 107.5 Mil | Technology |
Jack Henry & Associates Inc | 2.55 | 91.0 Mil | Technology |
Disco Corp | 2.26 | 80.4 Mil | 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 | 1.90 | 67.8 Mil | Technology |
Deckers Outdoor Corp | 1.83 | 65.1 Mil | Consumer Cyclical |
Lincoln Electric Holdings Inc | 1.76 | 62.8 Mil | Industrials |