Skip to Content
Morningstar

Invesco International Small-Mid Com Y OSMYX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis OSMYX

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

  • People Pillar

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

Comanager Added to Invesco International Small-Mid Company

null Gregg Wolper

Gregg Wolper

Analyst Note

Invesco announced on Feb. 28 that Andrey Belov, an analyst on Invesco International Small-Mid Company OSMAX, has been promoted to comanager. Belov has 26 years of investment experience. He joined Invesco in 2020 after previous stints as an analyst on a fund with a similar focus at Lord Abbett and a longer tenure as an analyst and comanager at Cramer Rosenthal McGlynn. The lead manager of the strategy remains David Nadel, and no changes of approach are planned. The strategy’s People and Process ratings remain unchanged following Belov's promotion.

by Gregg Wolper
Published on

Unlock our full analysis with Morningstar Investor