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Morningstar

Invesco International Equity R QIVNX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 21.46  /  1.32 %
  • Total Assets 905.5 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.93%
  • Turnover 107%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis QIVNX

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

People Pillar

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

Summary

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A drop in its Process Pillar rating is the primary driver of Invesco International Equity R's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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