MSMJX – Invesco Main Street Mid Cap R5 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets, including any borrowings for investment purposes, in securities of "mid cap" companies, and in derivatives and other instruments that have economic characteristics similar to such securities. The portfolio managers use fundamental research to select securities for the fund’s portfolio.

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
OPMYX	Invesco Main Street Mid Cap Fund Class Y	Institutional	Open			Aug 2, 1999	$336.65M	0.800%	Average	$1,000	−$30.90M
OPMSX	Invesco Main Street Mid Cap Fund Class A	Front Load	Open			Aug 2, 1999	$1.79B	1.040%	Below Average	$1,000	−$206.21M
OPMCX	Invesco Main Street Mid Cap Fund Class C	Level Load	Open			Aug 2, 1999	$47.20M	1.800%	Below Average	$1,000	−$11.01M
OPMIX	Invesco Main Street Mid Cap Fund Class R6	Retirement, Large	Open			Oct 26, 2012	$108.06M	0.680%	Below Average	$1M	−$7.46M
MSMJX	Invesco Main Street Mid Cap Fund Class R5	Retirement, Large	Limited			May 24, 2019	$13.82M	0.750%	Average	$1M	−$3.12M
OPMNX	Invesco Main Street Mid Cap Fund Class R	Retirement, Medium	Open			Mar 1, 2001	$143.44M	1.300%	Average	$1,000	−$18.39M

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