Invesco Global Opportunities Fund Class Y (IYOPX)

Net Asset Value
1 Day
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests primarily in equity securities of domestic and foreign issuers. It is an all-capitalization portfolio, which will invest primarily in securities within the market capitalization range of the MSCI All Country World Index. Under normal circumstances, the fund will provide exposure to investments that are economically tied to at least three different countries, including the United States. At least 40% of the fund's net assets will provide exposure to investments that are economically tied to countries other than the United States.


1 month-3.62% 3 years--
3 months-2.10% 5 years--
1 year-2.56% Since inception+19.60%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return--+9.54%
Expense ratio4.56%1.40%
Risk 5 year sharpe ratio--0.69
Net assets$15.7M$1.3B
Average market cap$25.5B$41.2B
Average P/E16.517.8
Portfolio turnover106%106%

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Fund Management and Purchase Info

Fund familyInvesco
Fund manager & tenureStephen Anness / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


International stock63.50%
U.S. stock36.98%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
C Citigroup Inc5.62%
MA MasterCard Inc Class A5.14%
-- Booker Group PLC5.11%
FRC First Republic Bank4.84%
JPM JPMorgan Chase & Co4.80%
-- SAP SE4.66%
-- Beiersdorf AG3.92%
-- Thomas Cook Group PLC3.82%
MHFI McGraw Hill Financial Inc3.42%
-- Novartis AG3.39%

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