Invesco Discovery has continued to prove its mettle in a volatile market environment. It maintains a Morningstar Analyst Rating of Silver for its cheaper share classes and Bronze for its more expensive ones.
Will OPOCX 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 OPOCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OPOCX 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 OPOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.