Invesco Main Street’s biggest advantage is the experienced and stable team behind it, though execution of its strategy hasn’t always been up to par. The fund maintains a Morningstar Analyst Rating of Bronze for the R5, R6, and Y shares, and Neutral for its more expensive share classes.
Invesco Main Street A MSIGX
NAV / 1-Day Return
54.41
/
2.00
%
Total Assets
11.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.830%
Expense Ratio
0.830%
Fee Level
Low
Longest Manager Tenure
12.67
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.56%
Turnover
47%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MSIGX 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 MSIGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MSIGX 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 MSIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A seasoned team and interesting strategy, but unremarkable execution.
