With a knowledgeable and experienced management team and a willingness to go its own way, Invesco EQV Emerging Markets All Cap has the tools to outperform, but its approach to risk management needs work. Its People rating remains High, but its Process rating drops to Average from Above Average, and the Morningstar Analyst Ratings for most share classes have been downgraded to Bronze from Silver. (The costly C shares fall to Neutral from Bronze.)
Invesco EQV Emerging Markets All Cap A GTDDX Fund Analysis
Morningstar’s Fund Analysis GTDDX
Will GTDDX 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 GTDDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GTDDX 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 GTDDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Strong traits here, along with some missteps.
