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Morningstar

Invesco Discovery Mid Cap Growth A OEGAX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 26.19  /  +0.61 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 124%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0

Morningstar’s Analysis OEGAX

Will OEGAX 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 OEGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OEGAX 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 OEGAX’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

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Portfolio Holdings OEGAX

More OEGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TransDigm Group Inc

2.27 141.1 Mil
Industrials

Monolithic Power Systems Inc

1.88 116.9 Mil
Technology

Manhattan Associates Inc

1.87 116.3 Mil
Technology

Deckers Outdoor Corp

1.83 114.1 Mil
Consumer Cyclical

Ares Management Corp Ordinary Shares - Class A

1.82 113.5 Mil
Financial Services

HubSpot Inc

1.79 111.7 Mil
Technology

Hilton Worldwide Holdings Inc

1.79 111.4 Mil
Consumer Cyclical

United Rentals Inc

1.76 109.6 Mil
Industrials

DexCom Inc

1.76 109.4 Mil
Healthcare

Trane Technologies PLC Class A

1.68 105.0 Mil
Industrials