Morningstar

Invesco Main Street Mid Cap Fund Class R OPMNX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 27.48  /  +0.96 %
  • Total Assets 2.4B
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 44%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis OPMNX

Will OPMNX outperform in the 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 OPMNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A Comanager Change Does Not Affect Invesco Main Street Mid Cap's Ratings

null Natalia Arrigoni

Natalia Arrigoni

Analyst Note

On Sept. 30, 2026, Invesco removed Belinda Cavazos as a comanager from Invesco Main Street Mid Cap. Cavazos had comanaged this strategy since 2020, when she joined the firm from Boston Trust Walden. Cavazos remains at the firm, though, and has been added to the Invesco Diversified Dividend and Invesco Dividend Income funds.

by Natalia Arrigoni
Published on

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Portfolio Holdings OPMNX

More OPMNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Royal Caribbean Group

1.98 51M
Consumer Cyclical

Raymond James Financial Inc

1.93 49M
Financial Services

Rockwell Automation Inc

1.67 43M
Industrials

Guardant Health Inc

1.64 42M
Healthcare

Datadog Inc Class A

1.61 41M
Technology

Permian Resources Corp Class A

1.60 41M
Energy

Curtiss-Wright Corp

1.57 40M
Industrials

Yum Brands Inc

1.57 40M
Consumer Cyclical

Cheniere Energy Inc

1.56 40M
Energy

Wintrust Financial Corp

1.55 40M
Financial Services

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