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Invesco International Growth R5 (AIEVX) Fund Ranking and Research

Ranking, Research and Recommendation of Invesco International Growth R5 (AIEVX) Fund

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

 

Graph of Invesco International Growth R5 Fund (AIEVX) ManagerFund Manager - Clas Olsson

Fund Manager Information

Fund Manager Tenure: 20.6 years
Similar Funds: AIEBX  AIECX  AIERX 
Fund Family: Invesco
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

 

Graph of Invesco International Growth R5 Fund (AIEVX) ProfileInvesco International Growth R5 Fund (AIEVX) Profile

Fund Profile and Description

Invesco International Growth R5 Fund seeks long-term growth of capital. Invesco International Growth R5 Fund invests in a diversified portfolio of international equity securities whose issuers are considered by the management to have strong earnings momentum. It focuses on marketable equity securities of foreign companies that are listed on a recognized foreign or U.S. securities exchange or traded in a foreign or U.S. over-the-counter market. Invesco International Growth R5 Fund normally invests in the securities of companies located in at least three countries outside of the United States. It invests no more than 20% of total assets in companies located in developing countries.

 

Invesco International Growth R5 (AIEVX) Fund Strength What we like about Invesco International Growth R5 (AIEVX) Fund

Data for Invesco International Growth R5 Fund (AIEVX) as of May 30, 2016

  • Invesco International Growth R5 Fund (AIEVX) management has been with Invesco International Growth R5 Fund for 20.6 years
  • Invesco International Growth R5 Fund (AIEVX) has good short-term performance (1-year return -6.91% vs -7.92% Foreign Large Growth category median performance)
  • Invesco International Growth R5 Fund (AIEVX) has good mid-term performance (3-year return 4.25% vs 2.71% Foreign Large Growth category median performance)
  • Invesco International Growth R5 Fund (AIEVX) has good Long-term performance (5-year return 3.48% vs 2.51% Foreign Large Growth category median performance)
  • Invesco International Growth R5 Fund (AIEVX) ratio of up-years vs down years is greater than 2
  • Invesco International Growth R5 Fund (AIEVX) has a Morningstar rating of 4 and above
  • Invesco International Growth R5 Fund (AIEVX) has an annual stock turnover rate of 20.00% vs Foreign Large Growth average of 52.29%. It is good that Invesco International Growth R5 management does not trade extensively for its return.
  • Invesco International Growth R5 Fund (AIEVX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.31, lower than category average of 12.66
  • Invesco International Growth R5 Fund (AIEVX) has a lower expense ratio than its Foreign Large Growth average: 0.97% vs 1.30%
  • Invesco International Growth R5 Fund (AIEVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Invesco International Growth R5 Fund (AIEVX) Weakness What we are cautious about Invesco International Growth R5 (AIEVX) Fund

Data for Invesco International Growth R5 Fund (AIEVX) as of May 30, 2016

See Invesco International Growth R5 Fund (AIEVX) performance details as of May 30, 2016

 

What do you think?

 

Compare Invesco International Growth R5 Fund (AIEVX)Compare with other top Foreign Large Growth category mutual funds

Aadditional top Foreign Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Invesco International Growth R51.69-6.914.253.48
Fidelity Series International Growth F (FFIGX)0.51-4.945.284.99Compare
JOHCM International Select II (JOHAX)2.19-15.166.895.85Compare
Fidelity Advisor Diversified Intl A (FDVAX)-0.91-7.475.174.27Compare

See top fund managers for Foreign Large Growth Category Funds

 

Compare Invesco International Growth R5 Fund (AIEVX)Compare with Foreign Large Growth category ETFs

Some Foreign Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR)000
iShares MSCI EAFE Growth (EFG)000
WisdomTree Global ex-US Dividend Gr ETF (DNL)000

 

Graph of Invesco International Growth R5 Fund (AIEVX) Net Asset TrackingInvesco International Growth R5 (AIEVX) Fund Net Asset

Track net asset change of Invesco International Growth R5 fund (AIEVX)

DateNet Asset
05/2016$8.75B
03/2016$9.04B
02/2016$8.25B
More historic net asset information on Invesco International Growth R5 Fund (AIEVX)

  

Graph of Invesco International Growth R5 Fund (AIEVX) Portfolio TrackingInvesco International Growth R5 (AIEVX) Fund Portfolio Allocation

Track portfolio allocation change of Invesco International Growth R5 fund (AIEVX)

DateCashStockBondOther
03/20167.73%92.28%0%0%
12/20154.79%95.21%0%0%
09/20154.66%95.34%0%0%
Click here to see more historic asset allocation information on Invesco International Growth R5 Fund (AIEVX)

 

graph of Invesco International Growth R5 Fund (AIEVX) Top 10 Position TrackingTop 10 Holdings in Invesco International Growth R5 (AIEVX) Fund

Discover what Invesco International Growth R5 Fund (AIEVX) manager is buying

Mar 30, 2016
Sky PLC [3.19%]
RELX PLC [2.81%]
CGI Group Inc Class A [2.7%]
British American Tobacco PLC [2.5%]
WPP PLC [2.49%]
Teva Pharmaceutical Industries [2.46%]
Amcor Ltd [2.2%]
Deutsche Boerse AG [2.14%]
CK Hutchison Holdings Ltd [2.14%]

Dec 30, 2015
Sky PLC [3.57%]
Teva Pharmaceutical Industries [2.78%]
RELX PLC [2.67%]
WPP PLC [2.46%]
British American Tobacco PLC [2.38%]
CGI Group Inc Class A [2.27%]
CK Hutchison Holdings Ltd [2.22%]
Deutsche Boerse AG [2.22%]
Broadcom Limited [2.17%]
JAPAN TOBACCO [2%]

Sep 29, 2015
Sky PLC [3.52%]
RELX PLC [2.66%]
Teva Pharmaceutical Industries [2.44%]
British American Tobacco PLC [2.41%]
WPP PLC [2.37%]
CK Hutchison Holdings Ltd [2.09%]
Deutsche Boerse AG [2.05%]
Publicis Groupe SA [2%]
CGI Group Inc Class A [1.93%]
Avago Technologies Limited [1.91%]
Click here for Stock Holding Change Map in Invesco International Growth R5 Fund (AIEVX)

  

Latest News on Invesco International Growth R5 (AIEVX) Fund

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Invesco International Growth R5 Fund (AIEVX) Related ResourcesSee more information on Invesco International Growth R5 (AIEVX) Fund

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