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Invesco Global Core Equity C (AWSCX) Fund Ranking and Research

Ranking, Research and Recommendation of Invesco Global Core Equity C (AWSCX) Fund

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

 

Graph of Invesco Global Core Equity C Fund (AWSCX) ManagerFund Manager - Brian Nelson

Fund Manager Information

Fund Manager Tenure: 5.6 years
Similar Funds: AWSAX  AWSBX  AWSIX  AWSYX 
Fund Family: Invesco
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of Invesco Global Core Equity C Fund (AWSCX) ProfileInvesco Global Core Equity C Fund (AWSCX) Profile

Fund Profile and Description

Invesco Global Core Equity C Fund seeks long-term growth of capital. Invesco Global Core Equity C Fund normally invests up to 80% of assets in equity securities of both foreign and domestic issuers. Invesco Global Core Equity C Fund invests in a diversified portfolio that consists primarily of equity securities of foreign issuers that are, in the portfolio managers' view, attractively valued relative to current or projected earnings, or the current market value of assets owned by the issuer. Invesco Global Core Equity C Fund may invest at least 20% of assets in U.S. dollar denominated securities and 20% of total assets in developing countries.

 

Invesco Global Core Equity C (AWSCX) Fund Strength What we like about Invesco Global Core Equity C (AWSCX) Fund

Data for Invesco Global Core Equity C Fund (AWSCX) as of May 30, 2016

  • Invesco Global Core Equity C Fund (AWSCX) management has been with Invesco Global Core Equity C Fund for 5.6 years
  • Invesco Global Core Equity C Fund (AWSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.64, lower than category average of 12.23

Invesco Global Core Equity C Fund (AWSCX) Weakness What we are cautious about Invesco Global Core Equity C (AWSCX) Fund

Data for Invesco Global Core Equity C Fund (AWSCX) as of May 30, 2016

  • Invesco Global Core Equity C Fund (AWSCX) has a less-than-ideal short-term performance (1-year return -6.24% vs -5.49% World Stock category median performance)
  • Invesco Global Core Equity C Fund (AWSCX) has a less-than-ideal mid-term performance (3-year return 3.36% vs 5.54% World Stock category median performance)
  • Invesco Global Core Equity C Fund (AWSCX) has a less-than-ideal Long-term performance (5-year return 2.54% vs 5.54% World Stock category median performance)
  • Invesco Global Core Equity C Fund (AWSCX) ratio of up-years vs down years can be improved
  • Invesco Global Core Equity C Fund (AWSCX) has a Morningstar rating of 3 and below
  • Invesco Global Core Equity C Fund (AWSCX) is less safe compared to its World Stock peers
  • Invesco Global Core Equity C Fund (AWSCX) has an annual stock turnover rate of 66.00% that is higher than the World Stock average of 47.65%. This could mean Invesco Global Core Equity C is more nimble, but also signal potential high tax impact and high trading fees
  • Invesco Global Core Equity C Fund (AWSCX) does not have a good risk adjusted return as its 3-year Alpha of 3.08 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.33
  • Invesco Global Core Equity C Fund (AWSCX) has a higher expense ratio of 2.07% than its World Stock average of 1.28%
  • Invesco Global Core Equity C Fund (AWSCX) carries a 1% load
See Invesco Global Core Equity C Fund (AWSCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Invesco Global Core Equity C Fund (AWSCX)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 Core Equity C2.22-6.243.362.54
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 Core Equity C Fund (AWSCX)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 Core Equity C Fund (AWSCX) Net Asset TrackingInvesco Global Core Equity C (AWSCX) Fund Net Asset

Track net asset change of Invesco Global Core Equity C fund (AWSCX)

DateNet Asset
05/2016$926.16M
03/2016$927.40M
02/2016$878.49M
More historic net asset information on Invesco Global Core Equity C Fund (AWSCX)

  

Graph of Invesco Global Core Equity C Fund (AWSCX) Portfolio TrackingInvesco Global Core Equity C (AWSCX) Fund Portfolio Allocation

Track portfolio allocation change of Invesco Global Core Equity C fund (AWSCX)

DateCashStockBondOther
03/20161.38%97.62%0%1%
12/20150.44%98.54%0%1.02%
09/20150.06%99.04%0%0.9%
Click here to see more historic asset allocation information on Invesco Global Core Equity C Fund (AWSCX)

 

graph of Invesco Global Core Equity C Fund (AWSCX) Top 10 Position TrackingTop 10 Holdings in Invesco Global Core Equity C (AWSCX) Fund

Discover what Invesco Global Core Equity C Fund (AWSCX) manager is buying

Mar 30, 2016
Alphabet Inc. [3%]
International Business Machines [2.47%]
VODAFONE GROUP [2.43%]
Danone SA [2.39%]
Progressive Corporation (The) C [2.34%]
Berkshire Hathaway Inc A [2.28%]
American Express Company Common [2.28%]
Exxon Mobil Corporation Common [2.16%]

Dec 30, 2015
Alphabet Inc. [3.16%]
American Express Company Common [2.92%]
Allergan plc Ordinary Shares [2.43%]
VODAFONE GROUP [2.37%]
ROCHE HLDG AG DIV RT [2.34%]
Danone [2.2%]
Berkshire Hathaway Inc A [2.2%]
Progressive Corporation (The) C [2.06%]
Diageo PLC [1.98%]
Exxon Mobil Corporation Common [1.96%]

Sep 29, 2015
American Express Company Common [3.15%]
Google [2.9%]
Berkshire Hathaway Inc Class A [2.66%]
Danone [2.56%]
Allergan plc Ordinary Shares [2.13%]
Progressive Corporation (The) C [2.06%]
FIRST REPUBLIC BANK Common Stoc [2.06%]
Diageo PLC [2.03%]
ROCHE HLDG AG DIV RT [2.03%]
General Electric Company Common [2%]
Click here for Stock Holding Change Map in Invesco Global Core Equity C Fund (AWSCX)

  

Latest News on Invesco Global Core Equity C (AWSCX) Fund

See what is happening with Invesco Global Core Equity C Fund (AWSCX)

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Invesco Global Core Equity C Fund (AWSCX) Related ResourcesSee more information on Invesco Global Core Equity C (AWSCX) Fund

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