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Morningstar

Invesco Global Opportunities A OPGIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
45.73  /  2.35 %
Total Assets
4.5 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
Low
Longest Manager Tenure
27.18 years
Category
Global Small/Mid Stock
Investment Style
Mid Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
7%

USD | NAV as of Dec 05, 2022 | 1-Day Return as of Dec 05, 2022, 10:26 PM GMT+00:00

Morningstar’s Fund Analysis OPGIX

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

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of OPGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Facing rough weather.

Senior Analyst

Summary

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Invesco Global Opportunities’ bold approach has always tempted fate, and early 2022 brought the reckoning. This strategy’s mixture of admirable traits and serious risks continues to result in a Morningstar Analyst Rating of Neutral for all share classes.

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