The combination of an Average People Pillar rating and a Low Process Pillar rating limit Invesco Main Street All Cap A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 19.96 / 1.58 %
- Total Assets 1.1 Bil
Adj. Expense Ratio
- Expense Ratio 1.070%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.20%
- Turnover 45%
Morningstar’s Analysis OMSOX
Will OMSOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.