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Invesco Global Growth C (AGGCX) Fund Ranking and Research

Ranking, Research and Recommendation of Invesco Global Growth C (AGGCX) Fund

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

 

Graph of Invesco Global Growth C Fund (AGGCX) ManagerFund Manager - Matthew Dennis

Fund Manager Information

Fund Manager Tenure: 16.2 years
Similar Funds: AGGAX  AGGBX  AGGYX 
Fund Family: Invesco
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of Invesco Global Growth C Fund (AGGCX) ProfileInvesco Global Growth C Fund (AGGCX) Profile

Fund Profile and Description

Invesco Global Growth C Fund seeks long-term growth of capital. Invesco Global Growth C Fund normally invests at least 65% of total assets in marketable equity securities of domestic and foreign issuers. It normally invests in the securities of medium- and large-sized growth companies located in at least three countries outside the United States, and usually maintains at least 20% of total assets in U.S. dollar-denominated securities. Invesco Global Growth C Fund emphasizes investment in companies in developed countries such as the United States, the countries of Western Europe and certain countries in the Pacific Basin. It may also invest up to 20% of total assets in companies located in developing countries.

 

Invesco Global Growth C (AGGCX) Fund Strength What we like about Invesco Global Growth C (AGGCX) Fund

Data for Invesco Global Growth C Fund (AGGCX) as of May 30, 2016

  • Invesco Global Growth C Fund (AGGCX) management has been with Invesco Global Growth C Fund for 16.2 years
  • Invesco Global Growth C Fund (AGGCX) has good short-term performance (1-year return -4.84% vs -5.49% World Stock category median performance)
  • Invesco Global Growth C Fund (AGGCX) has good mid-term performance (3-year return 6.36% vs 5.54% World Stock category median performance)
  • Invesco Global Growth C Fund (AGGCX) has good Long-term performance (5-year return 5.73% vs 5.54% World Stock category median performance)
  • Invesco Global Growth C Fund (AGGCX) ratio of up-years vs down years is greater than 2
  • Asset base in Invesco Global Growth C Fund (AGGCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Invesco Global Growth C Fund (AGGCX) has an annual stock turnover rate of 24.00% vs World Stock average of 47.65%. It is good that Invesco Global Growth C management does not trade extensively for its return.

Invesco Global Growth C Fund (AGGCX) Weakness What we are cautious about Invesco Global Growth C (AGGCX) Fund

Data for Invesco Global Growth C Fund (AGGCX) as of May 30, 2016

  • Invesco Global Growth C Fund (AGGCX) has a Morningstar rating of 3 and below
  • Invesco Global Growth C Fund (AGGCX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.55 that is higher than category average of 12.23
  • Invesco Global Growth C Fund (AGGCX) has a higher expense ratio of 2.15% than its World Stock average of 1.28%
  • Invesco Global Growth C Fund (AGGCX) carries a 1% load
See Invesco Global Growth C Fund (AGGCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Invesco Global Growth C Fund (AGGCX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Invesco Global Growth C3.79-4.846.365.73
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Invesco Global Growth C Fund (AGGCX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Invesco Global Growth C Fund (AGGCX) Net Asset TrackingInvesco Global Growth C (AGGCX) Fund Net Asset

Track net asset change of Invesco Global Growth C fund (AGGCX)

DateNet Asset
05/2016$360.60M
03/2016$358.95M
02/2016$331.09M
More historic net asset information on Invesco Global Growth C Fund (AGGCX)

  

Graph of Invesco Global Growth C Fund (AGGCX) Portfolio TrackingInvesco Global Growth C (AGGCX) Fund Portfolio Allocation

Track portfolio allocation change of Invesco Global Growth C fund (AGGCX)

DateCashStockBondOther
03/20166.37%93.63%0%0%
12/20155.54%93.18%0%1.28%
09/20151.55%97.13%0%1.32%
Click here to see more historic asset allocation information on Invesco Global Growth C Fund (AGGCX)

 

graph of Invesco Global Growth C Fund (AGGCX) Top 10 Position TrackingTop 10 Holdings in Invesco Global Growth C (AGGCX) Fund

Discover what Invesco Global Growth C Fund (AGGCX) manager is buying

Mar 30, 2016
Apple Inc. [2%]
Teva Pharmaceutical Industries [1.87%]
Newell Brands Inc. Common Stock [1.84%]
Gilead Sciences, Inc. [1.74%]
Sky PLC [1.71%]
CGI Group Inc Class A [1.69%]
Mattel, Inc. [1.68%]
Amcor Ltd [1.61%]
WH Group Ltd [1.57%]
Dollar General Corporation Comm [1.53%]

Dec 30, 2015
Teva Pharmaceutical Industries [2.13%]
Sky PLC [1.98%]
Gilead Sciences, Inc. [1.8%]
Apple Inc. [1.78%]
Newell Rubbermaid Inc. Common S [1.54%]
Amcor Ltd [1.48%]
CGI Group Inc Class A [1.47%]
Broadcom Limited [1.46%]
CK Hutchison Holdings Ltd [1.43%]
RELX PLC [1.43%]

Sep 29, 2015
Sky PLC [2.08%]
Apple Inc. [2.04%]
Teva Pharmaceutical Industries [1.99%]
Gilead Sciences, Inc. [1.91%]
RELX PLC [1.53%]
EMC Corporation Common Stock [1.5%]
Cisco Systems, Inc. [1.47%]
CGI Group Inc Class A [1.45%]
Expedia, Inc. [1.43%]
WPP PLC [1.43%]
Click here for Stock Holding Change Map in Invesco Global Growth C Fund (AGGCX)

  

Latest News on Invesco Global Growth C (AGGCX) Fund

See what is happening with Invesco Global Growth C Fund (AGGCX)

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Invesco Global Growth C Fund (AGGCX) Related ResourcesSee more information on Invesco Global Growth C (AGGCX) Fund

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