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Morningstar

Invesco International Small-Mid Com A OSMAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 42.15  /  0.48 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.310%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis OSMAX

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.

A challenging year thus far for this strategy.

Senior Analyst

Summary

| by Gregg Wolper

Thanks to an experienced team following a sound approach, Invesco International Small-Mid Company can succeed at a decent price. Its Y, R5, and R6 share classes receive Morningstar Analyst Ratings of Bronze, while its costlier A, B, and C share classes are rated Neutral.

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