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Morningstar

Invesco Main Street Mid Cap C OPMCX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 18.82  /  −0.37 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.820%
  • Expense Ratio 1.820%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 34%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis OPMCX

Will OPMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OPMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OPMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OPMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund's lead manager still has plenty to prove.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Invesco Main Street Mid Cap’s lead manager hasn’t made the fund stand out so far in her first three years on the job. The fund earns a Morningstar Medalist Rating of Neutral for all share classes.

by David Kathman
Rated on Published on

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Portfolio Holdings OPMCX

More OPMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TopBuild Corp

1.85 46.3 Mil
Industrials

Raymond James Financial Inc

1.78 44.5 Mil
Financial Services

Hubbell Inc

1.77 44.2 Mil
Industrials

Arthur J. Gallagher & Co

1.71 42.7 Mil
Financial Services

Tyler Technologies Inc

1.71 42.7 Mil
Technology

D.R. Horton Inc

1.67 41.7 Mil
Consumer Cyclical

Howmet Aerospace Inc

1.64 40.9 Mil
Industrials

American International Group Inc

1.60 39.9 Mil
Financial Services

Xylem Inc

1.60 39.9 Mil
Industrials

Parker Hannifin Corp

1.58 39.5 Mil
Industrials