MSJFX – Invesco Main Street R5 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund mainly invests in common stocks of U.S. companies of different capitalization ranges. The fund advisor currently focuses on “larger capitalization” issuers. The portfolio managers use fundamental research to select securities for the fund's portfolio, which is comprised of both growth and value stocks.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MIGYX	Invesco Main Street Fund Class Y	Institutional	Open			Nov 1, 1996	$640.42M	0.560%	Below Average	$1,000	−$51.47M
MSIGX	Invesco Main Street Fund Class A	Front Load	Open			Feb 3, 1988	$10.12B	0.790%	Low	$1,000	−$986.55M
MIGCX	Invesco Main Street Fund Class C	Level Load	Open			Dec 1, 1993	$174.42M	1.560%	Below Average	$1,000	−$39.81M
OMSIX	Invesco Main Street Fund Class R6	Retirement, Large	Open			Dec 29, 2011	$351.93M	0.490%	Below Average	$1M	−$35.98M
MSJFX	Invesco Main Street Fund Class R5	Retirement, Large	Limited			May 24, 2019	$185,523.00	0.490%	Below Average	$1M	$142,761.39
OMGNX	Invesco Main Street Fund Class R	Retirement, Medium	Open			Mar 1, 2001	$358.58M	1.060%	Below Average	$1,000	−$30.24M

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