9 important things you should know about Invesco AGGCX mutual fund
Updated: November 29, 2021
Bull case

No bull case arguments.

Bear case
Low net assets
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark
15-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

Before we start: if you’re looking for AGGCX “stock” price, you can quickly find it out by visiting Finny and typing "AGGCX quote". If you’re looking for a quick scoop on AGGCX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AGGCX". You’ll get all this info in one place.

Are you looking to buy or sell AGGCX? Or perhaps you’re looking for AGGCX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AGGCX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AGGCX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AGGCX buy or sell; the pros and cons of investing in AGGCX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AGGCX.

And here is the list of questions we’ll answer:

  1. Describe AIM International Mutual Funds (Invesco International Mutual Funds): Invesco Global Growth Fund; Cl C Shs (AGGCX).
  2. What are AGGCX holdings?
  3. What is AGGCX performance? What are AGGCX historical returns?
  4. What is AGGCX dividend yield?
  5. What is AGGCX minimum initial investment amount?
  6. Does AGGCX have any sales loads or 12b-1 distribution expenses?
  7. What is AGGCX Finny Score? AGGCX buy or sell?
  8. What are the pros of investing in AGGCX? What are AGGCX buy reasons?
  9. What are the cons of investing in AGGCX? What are AGGCX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AIM International Mutual Funds (Invesco International Mutual Funds): Invesco Global Growth Fund; Cl C Shs (AGGCX).

The Fund seeks to provide long-term growth of capital. The Fund seeks to achieve its objective by investing in a portfolio of global (i.e., U.S. and foreign) equity securities of selected companies that are considered by the Fund's investment advisor to have strong earnings momentum.

2. What are AGGCX top holdings?

AGGCX has 92 stock holdings and 0 bond holdings.

The top 10 holdings represent 23.03% of total assets. Here are the top holdings:

Name Symbol % Assets
Amazon.com Inc AMZN 4.23%
Apple Inc AAPL 2.45%
PayPal Holdings Inc PYPL 2.29%
Alphabet Inc A GOOGL 2.23%
Alibaba Group Holding Ltd ADR BABA 2.21%
Clinigen Group PLC CLIN.L 2.06%
Fidelity National Information Services Inc FIS 2.06%
Horizon Therapeutics PLC HZNP 1.94%
Cognizant Technology Solutions Corp A CTSH 1.80%
Microsoft Corp MSFT 1.76%

3. What is AGGCX performance? What are AGGCX historical returns?

AGGCX has generated the following returns:

  • 1-month return is -3.71%;
  • 3-month return is -3.17%;
  • 1-year return is -3.17%;
  • 3-year return is 15.25%;
  • 5-year return is 10.45%;
  • 10-year return is 10.14%;
  • 15-year return is 5.55%.

4. What is AGGCX dividend yield?

AGGCX yield is 0%.

5. What is AGGCX minimum initial investment amount?

AGGCX minimum initial investment amount is $1.00K.

6. Does AGGCX have any sales loads or 12b-1 distribution expenses?

AGGCX 12b-1 distribution fee is 1. AGGCX front-end sales load is 0. AGGCX back-end sales load is 1.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 7 reasons to sell it, resulting in the Finny Score of 0.

8. What are the pros of investing in AGGCX? What are AGGCX buy reasons?

We don't see any strong reasons to buy AGGCX.

9. What are the cons of investing in AGGCX? What are AGGCX negatives?

The following are AGGCX weaknesses from our perspective:

  • AGGCX net assets are $14.00 million. This fund is not a popular choice with retail investors.
  • AGGCX 3-year return is 15.25%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 17.14%.
  • AGGCX 5-year return is 10.45%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 14.13%.
  • AGGCX 10-year return is 10.14%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 12.32%.
  • AGGCX 15-year return is 5.55%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 7.04%.
  • AGGCX expense ratio is 1.97%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the AGGCX review, we covered AGGCX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.