Along with its manager, Invesco International Small-Mid Company's method and small but experienced support duo give its cheaper share classes a reasonable chance to outperform. The fund’s Y, R5, and R6 share classes receive Morningstar Analyst Ratings of Bronze, while its A, B, and C share classes are rated Neutral.
Will OSMAX 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 OSMAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OSMAX 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 OSMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.