Invesco announced on Feb. 12, 2021, that Ray Anello, one of the two co-lead managers of Invesco Main Street Mid Cap OPMSX, has left the firm effective immediately. Belinda Cavazos, who joined Invesco in February 2020, is now the sole lead portfolio manager of this fund and remains co-lead manager of Invesco Rising Dividends OARDX alongside Raman Vardharaj.
Invesco MainStrt MdCp A OPMSX
NAV / 1-Day Return
28.68
/
0.59
%
Total Assets
2.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.100%
Expense Ratio
1.100%
Fee Level
Below Average
Longest Manager Tenure
11.78
years
Category
Mid-Cap Blend
Investment Style
Mid BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
27%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will OPMSX 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 OPMSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OPMSX 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 OPMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Manager Leaving Invesco Main Street Mid Cap; Neutral Rating Unchanged
