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Morningstar

Invesco EQV European Equity A AEDAX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 37.78  /  0.00
  • Total Assets 491.3 Mil
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.420%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Europe Stock
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.46%
  • Turnover 17%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis AEDAX

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

  • People Pillar

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

A long-tenured manager plans to step away, but other experienced leaders will remain in place.

null Gregg Wolper

Gregg Wolper

Summary

The managerial changes at Invesco EQV European Equity are meaningful, but an experienced team with a sound approach remains on board. The People and Process ratings both stay at Above Average.

by Gregg Wolper
Rated on Published on

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