Invesco Main Street Fund Class R OMGNX

Continued execution challenges degrade confidence in this strategy’s investment team, prompting a downgrade of the People Pillar rating to Average from Above Average. While the managers retain a sensible philosophy and benefit from Invesco’s broader analyst resources, there have been several years of weak stock selection. For instance, the A’ shares’ 15.9% annualized return in 2025 ranked in the bottom half of the large-blend Morningstar Category. There have been team changes, but to date, they haven’t improved results enough to suggest the team has a consistent edge.