Invesco Oppenheimer Discovery remains a fine choice among small-growth funds, with an experienced, stable team and a strategy that effectively balances growth with risk controls. The R5, R6, and Y shares earn a Morningstar Analyst Rating of Silver, while the more expensive A, C, and R shares earn a Bronze rating.
Will OPOCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OPOCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OPOCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OPOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.