Skip to Content

Invesco Main Street Y MIGYX

Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 55.42  /  −0.70 %
  • Total Assets 10.4 Bil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.570%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.18%
  • Turnover 66%

USD | NAV as of May 23, 2024 | 1-Day Return as of May 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MIGYX

Will MIGYX outperform in future?

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

Changes to the team show promise but still need to demonstrate their value.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Recent changes to Invesco Main Street’s team are promising, though it remains to be seen how effective they will be in practice. The strategy maintains Morningstar pillar ratings of Above Average for People and Average for Process.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MIGYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.06 855.4 Mil
Technology

NVIDIA Corp

5.71 605.6 Mil
Technology

Apple Inc

4.69 497.5 Mil
Technology

Amazon.com Inc

4.10 434.9 Mil
Consumer Cyclical

Alphabet Inc Class A

4.09 434.2 Mil
Communication Services

Meta Platforms Inc Class A

2.86 302.8 Mil
Communication Services

Exxon Mobil Corp

2.73 289.4 Mil
Energy

JPMorgan Chase & Co

2.58 273.6 Mil
Financial Services

Philip Morris International Inc

2.18 231.1 Mil
Consumer Defensive

Constellation Brands Inc Class A

2.14 227.2 Mil
Consumer Defensive