Morningstar

Invesco International Growth Fund Class R OIGNX

Morningstar Medalist Rating
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Medalist Rating as of See Invesco Investment Hub
  • NAV / 1-Day Return $23.84  /  −0.25 %
  • Fund Size $2.9B
  • Adjusted Expense Ratio 1.400%
  • Net Expense Ratio 1.400%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.21%
  • Turnover Ratio 34%
NAV and 1-Day Return as of

Morningstar’s Analysis OIGNX

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

  • People Pillar

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

Changes on the investment team.

Gregg Wolper

Gregg Wolper

Summary

Although Invesco International Growth’s managers are experienced and long-tenured, they haven't been in their current roles long, and changes in their supporting cast add uncertainty. The strategy’s People rating has been downgraded to Average from Above Average while its Process rating remains Above Average.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings OIGNX

More OIGNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

10.27 329M
Technology

ASML Holding NV

5.30 170M
Technology

Siemens AG

3.31 106M
Industrials

SK hynix Inc

2.98 95M
Technology

Mitsubishi UFJ Financial Group Inc

2.75 88M
Financial Services

BAE Systems PLC

2.74 88M
Industrials

Lonza Group Ltd

2.52 81M
Healthcare

HSBC Holdings PLC

2.32 74M
Financial Services

Schneider Electric SE

2.29 73M
Industrials

Reliance Industries Ltd

2.29 73M
Energy

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