About OGICX
The Invesco Global Opportunities Fund Class C is an open-end mutual fund focused on achieving capital appreciation by investing primarily in equity securities from both U.S. and international issuers. The fund employs a flexible, opportunistic strategy that spans a variety of sectors and regions, selecting stocks across the full spectrum of market capitalizations, with an emphasis on small- and mid-cap companies globally. This approach allows investment in developed as well as emerging markets, ensuring broad geographic and sectoral diversification.
The portfolio typically includes growth and value stocks, with allocations to technology, healthcare, industrials, and financial services among others. Recent holdings feature companies such as Spirax, Disco, Carl Zeiss Meditec, and Palantir Technologies, reflecting its diversified and dynamic positioning. The fund maintains a relatively moderate turnover ratio and is managed by a team of professionals at Invesco, leveraging a bottom-up stock selection process rooted in fundamental analysis. Benchmarking against indices like the MSCI ACWI and MSCI ACWI SMID Cap, the fund aims to capture global growth opportunities while managing the risks inherent to worldwide equity investing.
Fund Family Invesco
Category World Small/Mid Stock
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol OGICX
Index MSCI AC World NR USD
OGICX had a total return of 12.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.29%.
