Invesco Oppenheimer Discovery Mid Cap Growth is a fine choice among mid-cap growth funds, with an experienced, stable team and a strategy that effectively balances growth with risk controls. The R5 and R6 shares earn a Morningstar Analyst Rating of Silver, while the more expensive A, C, R, and Y shares are rated Bronze.
Invesco Discv Mid Cap Gr R OEGNX
NAV / 1-Day Return
29.32
/
1.42
%
Total Assets
7.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.320%
Expense Ratio
1.320%
Fee Level
Average
Longest Manager Tenure
13.74
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
131%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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 good track record from a seasoned team.
