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15 important things you should know about Invesco AGGCX mutual fund

Updated: September 27, 2020
N/A
Bull Case
  • No Bull case arguments for now!
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. How many up and down years did AGGCX have historically?
  5. What is AGGCX dividend yield?
  6. What is AGGCX minimum initial investment amount?
  7. What is AGGCX expense ratio?
  8. Does AGGCX have any sales loads or 12b-1 distribution expenses?
  9. What is AGGCX tax efficiency (tax-cost ratio)?
  10. What is AGGCX beta? How would you assess AGGCX risk?
  11. What is AGGCX Sharpe ratio?
  12. What is AGGCX Finny Score? AGGCX buy or sell?
  13. What are the pros of investing in AGGCX? What are AGGCX buy reasons?
  14. 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 76 stock holdings and 0 bond holdings.

The top 10 holdings represent 20.95% of total assets. Here are the top holdings:

Name Symbol % Assets
Amazon.com Inc AMZN 3.01%
Apple Inc AAPL 2.39%
Alibaba Group Holding Ltd ADR BABA 2.33%
FinecoBank SpA FBK.MI 2.10%
Baxter International Inc BAX 1.95%
Microsoft Corp MSFT 1.92%
Alphabet Inc Class C GOOG 1.84%
Activision Blizzard Inc ATVI 1.83%
Alphabet Inc A GOOGL 1.82%
PayPal Holdings Inc PYPL 1.76%

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

AGGCX has generated the following returns:

  • 1-month return is -2.94%;
  • 3-month return is 6.73%;
  • 1-year return is 9.21%;
  • 3-year return is 5.03%;
  • 5-year return is 7.05%;
  • 10-year return is 7.47%;
  • 15-year return is 5.54%.

4. How many up and down years did AGGCX have historically?

In the last 10 years, AGGCX had 7 up years and 3 down years.

AGGCX up and down years

5. What is AGGCX dividend yield?

AGGCX yield is 0%.

6. What is AGGCX minimum initial investment amount?

AGGCX minimum initial investment amount is $1.00K.

7. What is AGGCX expense ratio?

AGGCX expense ratio is 1.98%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

AGGCX expenses

8. 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.

9. What is AGGCX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.95%;
  • 3-year ax cost ratio is 1.3%.
AGGCX tax costs

10. What is AGGCX beta? How would you assess AGGCX risk?

  • 3-year beta is 1.02;
  • 5-year beta is 0.97;
  • 10-year beta is 0.90.
AGGCX Beta

11. What is AGGCX Sharpe ratio?

  • 3-year Sharpe ratio is 0.20;
  • 5-year Sharpe ratio is 0.25;
  • 10-year Sharpe ratio is 0.57.
AGGCX Sharpe ratio

Analysis

12. 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.

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

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

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

The following are AGGCX weaknesses from our perspective:

  • <strong>AGGCX net assets</strong> are $7.20 million. This fund is not a popular choice with retail investors.
  • <strong>AGGCX 3-year return</strong> is 5.03%, which is lower than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.71%.
  • <strong>AGGCX 5-year return</strong> is 7.05%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 9.37%.
  • <strong>AGGCX 10-year return</strong> is 7.47%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.53%.
  • <strong>AGGCX 15-year return</strong> is 5.54%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 6.46%.
  • <strong>AGGCX expense ratio</strong> is 1.98%, 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.
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