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Morningstar

Invesco Discovery Mid Cap Growth R OEGNX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 22.51  /  −1.19 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • 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 —
  • Turnover 124%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

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 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 OEGNX

More OEGNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Ares Management Corp Ordinary Shares - Class A

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HubSpot Inc

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Deckers Outdoor Corp

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Consumer Cyclical

Hilton Worldwide Holdings Inc

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Consumer Cyclical

IDEXX Laboratories Inc

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Healthcare

Comfort Systems USA Inc

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Industrials