Morningstar

Invesco Global Core Equity A AWSAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis AWSAX

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

  • People Pillar

    The People Pillar is our evaluation of the AWSAX 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 AWSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

So far, so good.

null Gregg Wolper

Gregg Wolper

Summary

As planned, Invesco Global Core Equity’s management team—which took over this fund in September 2023—has installed the same approach here that they honed on their UK-domiciled fund. That fund has delivered solid results. That offers encouragement to this fund’s shareholders, though there are caveats.

by Gregg Wolper
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