Morningstar

Invesco Discovery Mid Cap Growth Fund R6 OEGIX

Morningstar Medalist Rating
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Medalist Rating as of See Invesco Investment Hub
  • NAV / 1-Day Return $39.71  /  +1.53 %
  • Fund Size $6.8B
  • Adjusted Expense Ratio 0.670%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 104%
NAV and 1-Day Return as of

Morningstar’s Analysis OEGIX

Will OEGIX 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 OEGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A sound choice.

Gregg Wolper

Gregg Wolper

Summary

Invesco Discovery Mid Cap Growth’s stable, experienced management team has achieved excellent long-term results with an approach that combines an acceptance of high valuations for fast growers with tactics that mitigate the risks.

by Gregg Wolper
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Portfolio Holdings OEGIX

More OEGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hilton Worldwide Holdings Inc

3.07 204M
Consumer Cyclical

Snowflake Inc Ordinary Shares

2.92 194M
Technology

Cloudflare Inc

2.49 166M
Technology

Monolithic Power Systems Inc

2.45 162M
Technology

Datadog Inc Class A

2.28 151M
Technology

Targa Resources Corp

1.93 129M
Energy

Casey's General Stores Inc

1.91 127M
Consumer Cyclical

Ross Stores Inc

1.87 124M
Consumer Cyclical

Lattice Semiconductor Corp

1.85 123M
Technology

Royalty Pharma PLC Class A

1.85 123M
Healthcare

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