Morningstar

Invesco EQV Euro Small Company A ESMAX Fund Analysis

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

Morningstar’s Analysis ESMAX

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

  • People Pillar

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

Unusual and successful.

null Gregg Wolper

Gregg Wolper

Summary

Invesco EQV European Small Company may have limited appeal, but those looking for access to its niche universe have come to the right place.

by Gregg Wolper
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