Morningstar

Invesco Global Opportunities A OPGIX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 51.02  /  +0.55 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s 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.

A new leader has installed a new approach.

null Gregg Wolper

Gregg Wolper

Summary

After a change of lead manager and a completely revamped approach, Invesco Global Opportunities is a much different fund than it was before 2024.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings OPGIX

More OPGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jack Henry & Associates Inc

2.93 90.6 Mil
Technology

SEI Investments Co

2.66 82.3 Mil
Financial Services

Manhattan Associates Inc

2.62 81.0 Mil
Technology

Advanced Micro Devices Inc

2.55 79.0 Mil
Technology

Exponent Inc

2.27 70.3 Mil
Industrials

MarketAxess Holdings Inc

2.20 68.1 Mil
Financial Services

Allegion PLC

2.06 63.7 Mil
Industrials

Weg SA

2.04 63.1 Mil
Industrials

Sysmex Corp

2.02 62.6 Mil
Healthcare

Pool Corp

1.88 58.1 Mil
Industrials

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