About OEMYX
Invesco Emerging Markets Local Debt Fund Class Y is an actively managed mutual fund focused on generating total return through investments in local currency-denominated sovereign debt and related securities across emerging market economies. The fund allocates at least 80% of its assets to debt instruments economically tied to developing countries, emphasizing both bonds and currency positions. It leverages a combined top-down macroeconomic and bottom-up country research approach, aiming to identify the most attractive risk-adjusted opportunities within emerging market local bond and currency markets.
In addition to traditional financial analysis, the fund integrates Environmental, Social, and Governance (ESG) factors into its investment process, seeking to manage country-specific risks and promote sustainable investment practices. The portfolio typically features exposure to a diverse range of sovereign issuers, with notable holdings in countries like Mexico, South Africa, Poland, and Colombia. The fund’s active risk management strategy is designed to navigate the relative volatility of emerging markets while maintaining a diversified exposure across currencies and maturities. Monthly distributions and a moderate duration profile make it relevant for investors seeking income, diversification, and emerging market exposure within a fixed income allocation.
Fund Family Invesco
Category Emerging-Markets Local-Currency Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol OEMYX
Index Index is not available on Lipper Database
OEMYX had a total return of 1.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.15%.
