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Morningstar

Invesco International Diversified C OIDCX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 13.53  /  0.00
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 1.960%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.38%
  • Turnover 15%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis OIDCX

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

People Pillar

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

A solid lineup that's not without its risks.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Invesco International Diversified boasts a stable of impressive underlying offerings, though the risks of its diversification strategy must be kept in mind as well as the benefits. The strategy retains a Morningstar Medalist Rating of Bronze for all share classes except the costly C shares, which are rated Neutral.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings OIDCX

More OIDCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco International Small-Mid Com R6

29.75
687,497,420
—

Invesco Oppenheimer International Gr R6

25.01
578,005,829
—

Invesco EQV International Equity R6

24.75
572,080,554
—

Invesco Developing Markets R6

20.19
466,497,415
—

Usd Currency Cash

0.30
6,941,936
Cash and Equivalents