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.
Morningstar’s Fund Analysis OPGIX
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.