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15 important things you should know about Invesco GOFFX mutual fund

Updated: September 19, 2020
67
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

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

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

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

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

  1. Describe AIM International Mutual Funds (Invesco International Mutual Funds): Invesco Oppen Global Opptys Fd; Cls R5 Sh (GOFFX).
  2. What are GOFFX holdings?
  3. What is GOFFX performance? What are GOFFX historical returns?
  4. How many up and down years did GOFFX have historically?
  5. What is GOFFX dividend yield?
  6. What is GOFFX minimum initial investment amount?
  7. What is GOFFX expense ratio?
  8. Does GOFFX have any sales loads or 12b-1 distribution expenses?
  9. What is GOFFX tax efficiency (tax-cost ratio)?
  10. What is GOFFX beta? How would you assess GOFFX risk?
  11. What is GOFFX Sharpe ratio?
  12. What is GOFFX Finny Score? GOFFX buy or sell?
  13. What are the pros of investing in GOFFX? What are GOFFX buy reasons?
  14. What are the cons of investing in GOFFX? What are GOFFX 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 Oppen Global Opptys Fd; Cls R5 Sh (GOFFX).

The Fund seeks capital appreciation consistent with the preservation of principal, while providing current income. The Fund invests mainly in equity securities of U.S. and foreign issuers. The Fund may also invest in debt securities and may invest up to 25% of its assets in "lower grade" securities.

2. What are GOFFX top holdings?

GOFFX has 138 stock holdings and 0 bond holdings.

The top 10 holdings represent 33.93% of total assets. Here are the top holdings:

Name Symbol % Assets
Nektar Therapeutics NKTR 11.04%
Advanced Micro Devices Inc AMD 7.55%
Exact Sciences Corp EXAS 2.67%
M3 Inc 2413 2.18%
PeptiDream Inc 4587 1.93%
Qualcomm Inc QCOM 1.87%
Nevro Corp NVRO 1.84%
Eurofins Scientific SE ERF.PA 1.83%
Arrowhead Pharmaceuticals Inc ARWR 1.59%
Carl Zeiss Meditec AG AFX.DE 1.43%

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

GOFFX has generated the following returns:

  • 1-month return is -1.70%;
  • 3-month return is 8.41%;
  • 1-year return is 26.77%;
  • 3-year return is 10.97%;
  • 5-year return is 17.37%;
  • 10-year return is 13.04%.

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

In the last 10 years, GOFFX had 7 up years and 3 down years. See Performances

5. What is GOFFX dividend yield?

GOFFX yield is %.

6. What is GOFFX minimum initial investment amount?

GOFFX minimum initial investment amount is N/A.

7. What is GOFFX expense ratio?

GOFFX expense ratio is 0.74%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does GOFFX have any sales loads or 12b-1 distribution expenses?

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

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

  • 1-year ax cost ratio is 1.42%;
  • 3-year ax cost ratio is %.

See Taxes

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

  • 3-year beta is 1.34;
  • 5-year beta is 1.24;
  • 10-year beta is 1.02.

See Risks

11. What is GOFFX Sharpe ratio?

  • 3-year Sharpe ratio is 0.41;
  • 5-year Sharpe ratio is 0.64;
  • 10-year Sharpe ratio is 0.68;
  • 15-year Sharpe ratio is 0.54.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 67. Our quantitative analysis shows 4 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 67.

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

The following are GOFFX strengths from our perspective:

  • <strong>GOFFX 3-year return</strong> is 10.97%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 8.25%.
  • <strong>GOFFX 5-year return</strong> is 17.37%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 10.5%.
  • <strong>GOFFX 10-year return</strong> is 13.04%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 9.28%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are GOFFX weaknesses from our perspective:

  • <strong>GOFFX net assets</strong> are $0.10 million. This fund is not a popular choice with retail investors.
  • <strong>GOFFX expense ratio</strong> is 0.74%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the GOFFX review, we covered GOFFX 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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