The sharp decline in growth stocks, which has hit some technology and biotech companies particularly hard, has taken a toll on Invesco Global Opportunities in early 2022. The I shares lost 26.3% for the year to date through March 15, 10 percentage points worse than the world small/mid-stock Morningstar Category average. That loss puts it in the 96th percentile of that group for the year to date. It retains its Morningstar Analyst Rating of Neutral for all share classes.
Will OPGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OPGIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OPGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OPGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.