Skip to Content
Morningstar

Invesco Discovery Mid Cap Growth R6 OEGIX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 31.89  /  +2.44 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 124%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis OEGIX

Will OEGIX 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 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 seasoned team.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Invesco Discovery Mid Cap Growth has achieved solid results by balancing growth and stability. It maintains Above Average Pillar scores for both People and Process.

by David Kathman
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OEGIX

More OEGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TransDigm Group Inc

2.24 134.9 Mil
Industrials

MongoDB Inc Class A

2.15 129.8 Mil
Technology

Monolithic Power Systems Inc

2.06 124.3 Mil
Technology

Manhattan Associates Inc

1.95 117.7 Mil
Technology

Ares Management Corp Ordinary Shares - Class A

1.88 113.2 Mil
Financial Services

HubSpot Inc

1.83 110.4 Mil
Technology

Deckers Outdoor Corp

1.80 108.5 Mil
Consumer Cyclical

Hilton Worldwide Holdings Inc

1.77 106.7 Mil
Consumer Cyclical

IDEXX Laboratories Inc

1.76 105.9 Mil
Healthcare

Comfort Systems USA Inc

1.76 105.9 Mil
Industrials