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Invesco European Growth Investor (EGINX) Fund Ranking and Research

Ranking, Research and Recommendation of Invesco European Growth Investor (EGINX) Fund

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

 

Graph of Invesco European Growth Investor Fund (EGINX) ManagerFund Manager - Clas T. Olsson

Fund Manager Information

Fund Manager Tenure: 21.5 years
Fund Family: Invesco
Fund Category: Europe Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

Graph of Invesco European Growth Investor Fund (EGINX) ProfileInvesco European Growth Investor Fund (EGINX) Profile

Fund Profile and Description

Invesco European Growth Investor Fund seeks long-term growth of capital. Invesco European Growth Investor 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 Investor Fund may invest up to 35% of total assets in European companies located in developing countries. .

 

Invesco European Growth Investor (EGINX) Fund Strength What we like about Invesco European Growth Investor (EGINX) Fund

Data for Invesco European Growth Investor Fund (EGINX) as of May 30, 2016

  • Invesco European Growth Investor Fund (EGINX) management has been with Invesco European Growth Investor Fund for 21.5 years
  • Invesco European Growth Investor Fund (EGINX) has good short-term performance (1-year return -5.06% vs -10.07% Europe Stock category median performance)
  • Invesco European Growth Investor Fund (EGINX) has good mid-term performance (3-year return 4.18% vs 2.97% Europe Stock category median performance)
  • Invesco European Growth Investor Fund (EGINX) has good Long-term performance (5-year return 4.60% vs 3.04% Europe Stock category median performance)
  • Invesco European Growth Investor Fund (EGINX) ratio of up-years vs down years is greater than 2
  • Invesco European Growth Investor Fund (EGINX) has a Morningstar rating of 4 and above
  • Asset base in Invesco European Growth Investor Fund (EGINX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Invesco European Growth Investor Fund (EGINX) has an annual stock turnover rate of 14.00% vs Europe Stock average of 48.12%. It is good that Invesco European Growth Investor management does not trade extensively for its return.
  • Invesco European Growth Investor Fund (EGINX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.72, lower than category average of 13.08
  • Invesco European Growth Investor Fund (EGINX) has a lower expense ratio than its Europe Stock average: 1.35% vs 1.41%

Invesco European Growth Investor Fund (EGINX) Weakness What we are cautious about Invesco European Growth Investor (EGINX) Fund

Data for Invesco European Growth Investor Fund (EGINX) as of May 30, 2016

  • Even though Invesco European Growth Investor Fund carries no load, it does have a 0.23% of 12b1 promotion, distributions, marketing expenses
See Invesco European Growth Investor Fund (EGINX) performance details as of May 30, 2016

 

What do you think?

 

Compare Invesco European Growth Investor Fund (EGINX)Compare with other top Europe Stock category mutual funds

Aadditional top Europe Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Invesco European Growth Investor0.17-5.064.184.60
DFA Continental Small Company I (DFCSX)3.171.9310.254.36Compare

See top fund managers for Europe Stock Category Funds

 

Compare Invesco European Growth Investor Fund (EGINX)Compare with Europe Stock category ETFs

Some Europe Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Europe (IEV)000
SPDR EURO STOXX 50 ETF (FEZ)000
SPDR STOXX Europe 50 ETF (FEU)000
WisdomTree Europe Hedged Equity ETF (HEDJ)-0.17%-9.90%7.10%
Vanguard FTSE Europe ETF (VGK)0.02%-9.82%2.36%

 

Graph of Invesco European Growth Investor Fund (EGINX) Net Asset TrackingInvesco European Growth Investor (EGINX) Fund Net Asset

Track net asset change of Invesco European Growth Investor fund (EGINX)

DateNet Asset
05/2016$1.62B
03/2016$1.60B
02/2016$1.51B
More historic net asset information on Invesco European Growth Investor Fund (EGINX)

  

Graph of Invesco European Growth Investor Fund (EGINX) Portfolio TrackingInvesco European Growth Investor (EGINX) Fund Portfolio Allocation

Track portfolio allocation change of Invesco European Growth Investor fund (EGINX)

DateCashStockBondOther
03/201611.42%86.28%0%0%
12/201510.1%87.83%0%0%
09/20158.8%89.19%0%0.17%
Click here to see more historic asset allocation information on Invesco European Growth Investor Fund (EGINX)

 

graph of Invesco European Growth Investor Fund (EGINX) Top 10 Position TrackingTop 10 Holdings in Invesco European Growth Investor (EGINX) Fund

Discover what Invesco European Growth Investor Fund (EGINX) 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 Investor Fund (EGINX)

  

Latest News on Invesco European Growth Investor (EGINX) Fund

See what is happening with Invesco European Growth Investor Fund (EGINX)

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Invesco European Growth Investor Fund (EGINX) Related ResourcesSee more information on Invesco European Growth Investor (EGINX) Fund

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