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Invesco Global A OPPAX

Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 95.62  /  0.33 %
  • Total Assets 9.3 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 7%

Morningstar’s Analysis OPPAX

Will OPPAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Subpar so far.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Invesco Global has a reasonable approach, but its top-heavy nature raises individual-stock risk, and performance under its current leadership has been subpar. Most of the strategy’s share classes have been downgraded to Morningstar Medalist Ratings of Neutral from Bronze or remain at Neutral, depending on their fees, with the expensive C shares falling to Negative from Neutral.

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Portfolio Holdings OPPAX

  • Current Portfolio Date
  • Equity Holdings 60
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 54.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
11.10
995,376,042
Communication Services
7.03
629,846,335
Communication Services
5.24
469,614,673
Real Estate
4.91
439,999,628
Technology
4.76
427,080,499
Technology
4.65
417,203,097
Industrials
4.36
391,242,111
Financial Services
4.25
380,890,331
Consumer Cyclical
4.24
380,283,554
Healthcare
4.19
375,558,507
Technology