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Morningstar

Invesco Main Street R6 OMSIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis OMSIX

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

  • People Pillar

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

Changes to the team show promise but still need to demonstrate their value.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Recent changes to Invesco Main Street’s team are promising, though it remains to be seen how effective they will be in practice. The strategy maintains Morningstar pillar ratings of Above Average for People and Average for Process.

by David Kathman
Rated on Published on

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