Morningstar

Invesco Main Street Mid Cap Fund Class A OPMSX

Morningstar Medalist Rating
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Medalist Rating as of See Invesco Investment Hub
  • NAV / 1-Day Return $31.29  /  +1.13 %
  • Fund Size $2.5B
  • Adjusted Expense Ratio 1.040%
  • Net Expense Ratio 1.040%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.17%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis OPMSX

Will OPMSX outperform in the 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 OPMSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OPMSX 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 OPMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A Comanager Change Does Not Affect Invesco Main Street Mid Cap's Ratings

null Natalia Arrigoni

Natalia Arrigoni

Analyst Note

On Sept. 30, 2026, Invesco removed Belinda Cavazos as a comanager from Invesco Main Street Mid Cap. Cavazos had comanaged this strategy since 2020, when she joined the firm from Boston Trust Walden. Cavazos remains at the firm, though, and has been added to the Invesco Diversified Dividend and Invesco Dividend Income funds.

by Natalia Arrigoni
Published on

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Portfolio Holdings OPMSX

More OPMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Raymond James Financial Inc

1.95 50M
Financial Services

Permian Resources Corp Class A

1.74 45M
Energy

Cheniere Energy Inc

1.72 44M
Energy

Royal Caribbean Group

1.67 43M
Consumer Cyclical

ATI Inc

1.65 42M
Industrials

Guardant Health Inc

1.60 41M
Healthcare

Yum Brands Inc

1.57 40M
Consumer Cyclical

International Flavors & Fragrances Inc

1.56 40M
Basic Materials

Williams Companies Inc

1.50 39M
Energy

Rockwell Automation Inc

1.48 38M
Industrials

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