Morningstar

Invesco Global Opportunities Fund Class A OPGIX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 56.25  /  +1.22 %
  • Total Assets 2.1B
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • 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 0.10%
  • Turnover 136%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 11:49 PM GMT+0

Morningstar’s Analysis OPGIX

Will OPGIX outperform in the 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.

Under Review following a management shakeup.

Director Andrew Daniels

Andrew Daniels

Director

Summary

Invesco Global Opportunities has been placed Under Review following the departure of its well-regarded co-lead manager. The strategy previously carried an Above Average People rating and an Average Process rating.

by Andrew Daniels
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 13.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hilton Worldwide Holdings Inc

1.75 39M
Consumer Cyclical

Monolithic Power Systems Inc

1.58 35M
Technology

Invesco Shrt-Trm Inv Treasury Instl

1.52 34M
Cash and Equivalents

Flex Ltd

1.40 31M
Technology

Snowflake Inc Ordinary Shares

1.32 29M
Technology

Datadog Inc Class A

1.31 29M
Technology

Ross Stores Inc

1.21 27M
Consumer Cyclical

Cloudflare Inc

1.19 27M
Technology

Curtiss-Wright Corp

1.17 26M
Industrials

Casey's General Stores Inc

1.12 25M
Consumer Cyclical

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