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Invesco Main Street Mid Cap Y OPMYX

Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 28.00  /  0.25 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.39%
  • Turnover 54%

Morningstar’s Analysis OPMYX

Will OPMYX 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

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Portfolio Holdings OPMYX

  • Current Portfolio Date
  • Equity Holdings 85
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.29
53,830,260
Technology
1.92
45,106,711
Technology
1.80
42,273,438
Industrials
1.73
40,633,679
Industrials
1.66
38,868,532
Industrials
1.64
38,525,411
Technology
1.61
37,785,477
Industrials
1.61
37,749,129
Utilities
1.61
37,725,439
Technology
1.58
37,107,722
Industrials