Skip to Content

Invesco Main Street Mid Cap R OPMNX

Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 25.07  /  +1.01 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 34%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis OPMNX

Will OPMNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This fund's lead manager still has plenty to prove.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Invesco Main Street Mid Cap’s lead manager hasn’t made the fund stand out so far in her first three years on the job. The fund earns a Morningstar Medalist Rating of Neutral for all share classes.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OPMNX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TopBuild Corp

1.85 46.3 Mil
Industrials

Raymond James Financial Inc

1.78 44.5 Mil
Financial Services

Hubbell Inc

1.77 44.2 Mil
Industrials

Arthur J. Gallagher & Co

1.71 42.7 Mil
Financial Services

Tyler Technologies Inc

1.71 42.7 Mil
Technology

D.R. Horton Inc

1.67 41.7 Mil
Consumer Cyclical

Howmet Aerospace Inc

1.64 40.9 Mil
Industrials

American International Group Inc

1.60 39.9 Mil
Financial Services

Xylem Inc

1.60 39.9 Mil
Industrials

Parker Hannifin Corp

1.58 39.5 Mil
Industrials