Morningstar

Invesco Global Fund Class Y OGLYX

Morningstar Medalist Rating
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Medalist Rating as of See Invesco Investment Hub
  • NAV / 1-Day Return $92.20  /  −2.93 %
  • Fund Size $8.6B
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.20%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis OGLYX

Will OGLYX outperform in the 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 OGLYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Decent building blocks aren't enough.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Invesco Global does not make a compelling case for itself.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings OGLYX

More OGLYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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