Fund Research and Analysis

by Jeff Holt, CFA
Invesco American Franchise needs to prove that its recent history isn't a sign of things to come. Lead manager Erik Voss and comanager Ido Cohen took the fund's helm in mid-2010 when they came to Invesco from Seligman Investments (now part of Ameriprise   Read more 

Process Pillar:Neutral

Lead manager Erik Voss and his team conduct fundamental stock research to identify what they characterize as stable-growth and catalyst-driven companies. The former consists of companies with strong   Read more 

Performance Pillar:Negative

This fund’s track record under managers Erik Voss and Ido Cohen fails to inspire confidence. Since the duo took over in mid-2010 through January 2015, the fund's 15.9% annualized gain comes in well short   Read more 

People Pillar:Neutral

Lead manager Erik Voss and comanager Ido Cohen took the reins of this fund in June 2010 after Invesco completed its acquisition of Van Kampen from Morgan Stanley. The two worked together at their previous employer, Seligman (now part of Ameriprise Financial),  Read more 

Price Pillar:Positive

The A share class holds roughly 90% of this fund's assets, and its 1.08% expense ratio is 10 basis points less than the median large-cap front-load peer. The fund's remaining assets are relatively competitively   Read more 

A World-Stock Fund With a Different Playbook 
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