Invesco Global’s history and strategy provide encouragement, but the manager has a fairly short record and a small analyst staff. It receives Morningstar Analyst Ratings of Bronze or Neutral for the fund’s various share classes, depending on their price.
Invesco Global R OGLNX
NAV / 1-Day Return
129.64
/
0.97
%
Total Assets
14.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.330%
Expense Ratio
1.330%
Fee Level
Average
Longest Manager Tenure
4.33
years
Category
World Large-Stock Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
8%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will OGLNX 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 OGLNX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OGLNX 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 OGLNX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Some positive attributes, though the manager's record as lead decisionmaker is short.
