Invesco Oppenheimer Global has an excellent record and an appealing approach, but that record was achieved mostly under a different lead manager. The fund thus receives a Morningstar Analyst Rating of Neutral for its A, C, and R shares, while its cheaper share classes are rated Bronze.
Will OGLIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of OGLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.