Morningstar

Invesco International Small-Mid Com A OSMAX Fund Analysis

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

Morningstar’s Analysis OSMAX

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

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of OSMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Looking for high-quality firms with attractive growth prospects.

null Gregg Wolper

Gregg Wolper

Summary

Although Invesco International Small-Mid Company hasn’t impressed in recent years, its management team’s experience and dedication gives the strategy’s cheaper share classes a decent shot to outperform.

by Gregg Wolper
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