Along with its manager, Invesco International Small-Mid Company's method and small but experienced support duo give its cheaper share classes a reasonable chance to outperform. The fund’s Y, R5, and R6 share classes receive Morningstar Analyst Ratings of Bronze, while its A, B, and C share classes are rated Neutral.
Invesco International Small-Mid Com A OSMAX
NAV / 1-Day Return
49.97
/
1.52
%
Total Assets
7.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.340%
Expense Ratio
1.340%
Fee Level
Below Average
Longest Manager Tenure
2.22
years
Category
Foreign Small/Mid Growth
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Limited
TTM Yield
0.04%
Turnover
24%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will OSMAX 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 OSMAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OSMAX 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 OSMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Nearly two years into the current regime.
