Morningstar

Invesco Global Opportunities Fund Class A OPGIX

Morningstar Medalist Rating
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Medalist Rating as of See Invesco Investment Hub
  • NAV / 1-Day Return $56.68  /  +1.47 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 1.140%
  • Net Expense Ratio 1.140%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.10%
  • Turnover Ratio 136%
NAV and 1-Day Return as of

Morningstar’s Analysis OPGIX

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

  • People Pillar

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

Under Review following a management shakeup.

Director Andrew Daniels

Andrew Daniels

Director

Summary

Invesco Global Opportunities has been placed Under Review following the departure of its well-regarded co-lead manager. The strategy previously carried an Above Average People rating and an Average Process rating.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings OPGIX

More OPGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hilton Worldwide Holdings Inc

1.66 37M
Consumer Cyclical

Snowflake Inc Ordinary Shares

1.58 35M
Technology

Cloudflare Inc

1.37 30M
Technology

Monolithic Power Systems Inc

1.32 29M
Technology

Invesco Shrt-Trm Inv Treasury Instl

1.27 28M
Cash and Equivalents

Datadog Inc Class A

1.22 27M
Technology

Usd Currency Cash

1.18 26M
Cash and Equivalents

Advantech Co Ltd

1.09 24M
Technology

Targa Resources Corp

1.04 23M
Energy

Casey's General Stores Inc

1.02 23M
Consumer Cyclical

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