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Fund Intelligence | Best Managers | AEDYX Insights | AEDYX Score | AEDYX Performance | AEDYX News | AEDYX Allocation | AEDYX Holdings Change
Invesco European Growth Y (AEDYX) Fund Ranking and Research
Ranking, Research and Recommendation of Invesco European Growth Y (AEDYX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Clas T. Olsson
Fund Manager Information
Fund Manager Tenure: 22.1 yearsSimilar Funds: AEDAX AEDBX AEDCX AEDRX
Fund Family: Invesco
Fund Category: Europe Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75) (What does this score mean?)
Invesco European Growth Y Fund (AEDYX) Profile
Fund Profile and Description
Invesco European Growth Y Fund seeks long-term growth of capital. Invesco European Growth Y Fund normally invests at least 80% of total assets in securities of European companies. It invests primarily in marketable equity securities, but the investments may include synthetic instruments. Invesco European Growth Y Fund may invest up to 35% of total assets in European companies located in developing countries. .
What we like about Invesco European Growth Y (AEDYX) Fund
Data for Invesco European Growth Y Fund (AEDYX) as of May 30, 2016
- Invesco European Growth Y Fund (AEDYX) management has been with Invesco European Growth Y Fund for 22.1 years
- Invesco European Growth Y Fund (AEDYX) has good short-term performance (1-year return -4.85% vs -10.07% Europe Stock category median performance)
- Invesco European Growth Y Fund (AEDYX) has good mid-term performance (3-year return 4.41% vs 2.97% Europe Stock category median performance)
- Invesco European Growth Y Fund (AEDYX) has good Long-term performance (5-year return 4.84% vs 3.04% Europe Stock category median performance)
- Invesco European Growth Y Fund (AEDYX) ratio of up-years vs down years is greater than 2
- Invesco European Growth Y Fund (AEDYX) has a Morningstar rating of 4 and above
- Asset base in Invesco European Growth Y Fund (AEDYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Invesco European Growth Y Fund (AEDYX) has an annual stock turnover rate of 14.00% vs Europe Stock average of 48.12%. It is good that Invesco European Growth Y management does not trade extensively for its return.
- Invesco European Growth Y Fund (AEDYX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.71, lower than category average of 13.08
- Invesco European Growth Y Fund (AEDYX) has a lower expense ratio than its Europe Stock average: 1.12% vs 1.41%
- Invesco European Growth Y Fund (AEDYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Invesco European Growth Y (AEDYX) Fund
Data for Invesco European Growth Y Fund (AEDYX) as of May 30, 2016
What do you think?
Compare with other top Europe Stock category mutual funds
Aadditional top Europe Stock mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Invesco European Growth Y | 0.26 | -4.85 | 4.41 | 4.84 | |
DFA Continental Small Company I (DFCSX) | 3.17 | 1.93 | 10.25 | 4.36 | Compare |
See top fund managers for Europe Stock Category Funds
Compare with Europe Stock category ETFs
Some Europe Stock ETFs for your consideration
ETF | Year to Date | One Year | Three Year | iShares Europe (IEV) | 0 | 0 | 0 | SPDR EURO STOXX 50 ETF (FEZ) | 0 | 0 | 0 | SPDR STOXX Europe 50 ETF (FEU) | 0 | 0 | 0 | WisdomTree Europe Hedged Equity ETF (HEDJ) | -0.17% | -9.90% | 7.10% | Vanguard FTSE Europe ETF (VGK) | 0.02% | -9.82% | 2.36% |
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Invesco European Growth Y (AEDYX) Fund Net Asset
Track net asset change of Invesco European Growth Y fund (AEDYX)
Date | Net Asset |
05/2016 | $1.62B |
03/2016 | $1.60B |
02/2016 | $1.51B |
Invesco European Growth Y (AEDYX) Fund Portfolio Allocation
Track portfolio allocation change of Invesco European Growth Y fund (AEDYX)
Date | Cash | Stock | Bond | Other |
03/2016 | 11.42% | 86.28% | 0% | 0% |
12/2015 | 10.1% | 87.83% | 0% | 0% |
09/2015 | 8.8% | 89.19% | 0% | 0.17% |
Top 10 Holdings in Invesco European Growth Y (AEDYX) Fund
Discover what Invesco European Growth Y Fund (AEDYX) manager is buying
Sky PLC [3.25%] Deutsche Boerse AG [2.51%] RELX PLC [2.37%] HACI OMER SABANCI HL [2.36%] IG GROUP HDGS [2.3%] Sberbank Of Russia Pfd [2.3%] WPP PLC [2.28%] British American Tobacco PLC [2.26%] Micro Focus International PLC [1.99%] | DCC PLC [3.58%] Deutsche Boerse AG [2.62%] IG GROUP HDGS [2.38%] WPP PLC [2.27%] RELX PLC [2.26%] British American Tobacco PLC [2.16%] Micro Focus International PLC [2.1%] Sberbank Of Russia Pfd [2.07%] UBS Group AG Registered Ordinar [1.8%] | DCC PLC [3.45%] Deutsche Boerse AG [2.61%] IG GROUP HDGS [2.49%] RELX PLC [2.26%] British American Tobacco PLC [2.2%] WPP PLC [2.15%] Intrum Justitia AB [1.91%] Sberbank Of Russia Pfd [1.84%] Publicis Groupe SA [1.8%] |
Latest News on Invesco European Growth Y (AEDYX) Fund
See what is happening with Invesco European Growth Y Fund (AEDYX)
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See more information on Invesco European Growth Y (AEDYX) Fund
Popular pages on Invesco European Growth Y (AEDYX) Fund
- Invesco European Growth Y (AEDYX) Fund Research and Recommendation
- Invesco European Growth Y (AEDYX) Fund Performance Data
- Invesco European Growth Y (AEDYX) Fund Manager Information
- Historic Invesco European Growth Y (AEDYX) Fund Asset Allocation Report
- Historic Invesco European Growth Y (AEDYX) Fund Top 10 Holding Tracking
- Historic Invesco European Growth Y (AEDYX) Fund Asset Under Management Tracking