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Morningstar

Invesco Discovery Mid Cap Growth R OEGNX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 19.00  /  1.25 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.280%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 94%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis OEGNX

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

People Pillar

The People Pillar is our evaluation of the OEGNX 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 OEGNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A seasoned team.

Senior Analyst

Summary

| by David Kathman

Despite its recent slump, Invesco Discovery Mid Cap Growth remains an excellent choice among mid-growth funds. Its earns Morningstar Analyst Ratings of Silver for the cheaper share classes and Bronze for the pricier ones, with the Y shares getting an upgrade to Silver from Bronze thanks to declining expenses.

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