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Morningstar

Invesco Global R6 OGLIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis OGLIX

Will OGLIX 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 OGLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OGLIX 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 OGLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Subpar so far.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Invesco Global has a reasonable approach, but its top-heavy nature raises individual-stock risk, and performance under its current leadership has been subpar. Most of the strategy’s share classes have been downgraded to Morningstar Medalist Ratings of Neutral from Bronze or remain at Neutral, depending on their fees, with the expensive C shares falling to Negative from Neutral.

by Gregg Wolper
Rated on Published on

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