Invesco European Growth Y (AEDYX) Fund Ranking and Research

Ranking, Research and Recommendation of Invesco European Growth Y (AEDYX) Fund

Last Trade: $ on , Change: (0%)

 

Fund Manager - Clas T. Olsson

Fund Manager Information

Fund Manager Tenure: 22.1 years
Similar 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

See Invesco European Growth Y Fund (AEDYX) performance details 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%

 

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

More historic net asset information on Invesco European Growth Y Fund (AEDYX)

  

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%

Click here to see more historic asset allocation information on Invesco European Growth Y Fund (AEDYX)

 

Top 10 Holdings in Invesco European Growth Y (AEDYX) Fund

Discover what Invesco European Growth Y Fund (AEDYX) manager is buying

Mar 30, 2016 DCC PLC [3.77%] 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%]

Dec 30, 2015 Sky PLC [3.66%] 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%]

Sep 29, 2015 Sky PLC [3.62%] 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%]

Click here for Stock Holding Change Map in Invesco European Growth Y Fund (AEDYX)

  

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