About OPPAX
Invesco Global Fund Class A is a global equity mutual fund designed to seek capital appreciation by investing primarily in large-cap stocks from both the United States and international markets. The fund employs an active management approach, targeting high-quality companies with sustainable competitive advantages across developed and, selectively, emerging markets. Its portfolio typically consists of common stocks of major global corporations, with significant weightings in sectors such as technology, communication services, financials, and healthcare. Notable holdings often include industry leaders like Alphabet, Meta Platforms, SAP, S&P Global, and Nvidia.
Launched in 1969, Invesco Global Fund Class A stands as one of the industry's earliest global equity strategies, reflecting a long-standing commitment to worldwide diversification and growth potential. The fund maintains a relatively concentrated portfolio, with its top holdings making up a significant portion of total assets, and emphasizes a low-turnover investment style designed to harness the power of compounding. Its benchmark is the MSCI ACWI Growth Net Return Index, positioning it within the global large-cap growth category and making it a relevant vehicle for gaining broad exposure to leading international equities.
Fund Family Invesco
Category World Large-Stock Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol OPPAX
Index MSCI AC World Growth NR
OPPAX had a total return of 14.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.14%.
