About OPGIX
The Invesco Global Opportunities Fund Class A is an actively managed mutual fund focused on seeking capital appreciation through a diversified portfolio of global equities. The fund invests primarily in equity securities of both U.S. and international companies, targeting a blend of established and emerging opportunities across developed and developing markets. It employs a flexible investment approach, selecting common stocks as well as equity equivalents like preferred stocks and convertible securities to capture growth potential worldwide.
With a portfolio tilted toward small- and mid-cap growth companies, the fund emphasizes firms demonstrating quality, consistent returns on capital, and strong strategic positioning within their respective industries. Key sectors represented include healthcare, industrials, technology, and financial services, with notable holdings in companies such as Sysmex, Carl Zeiss Meditec, Spirax, and Disco.
The fund utilizes a rigorous and transparent investment process, underpinned by collaborative debate within the management team to identify attractive long-term growth opportunities. Its global scope and differentiated strategy make it a distinctive participant in the global small/mid-cap mutual fund category, offering investors access to a broad array of industries and geographies.
Fund Family Invesco
Category World Small/Mid Stock
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol OPGIX
Index MSCI AC World NR USD
OPGIX had a total return of 12.69% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.54%.
