Morningstar

Invesco Discovery Mid Cap Growth A OEGAX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 28.06  /  +0.54 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 124%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:24 PM GMT+0

Morningstar’s Analysis OEGAX

Will OEGAX 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 OEGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A fine mid-cap growth choice.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Invesco Discovery Mid Cap Growth remains a fine mid-growth option thanks to its experienced, stable team and proven strategy. It maintains Above Average pillar ratings for both People and Process.

by David Kathman
Rated on Published on

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Portfolio Holdings OEGAX

More OEGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Tenet Healthcare Corp

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Healthcare

Ares Management Corp Ordinary Shares - Class A

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Financial Services

The Trade Desk Inc Class A

2.11 127.4 Mil
Technology

Hilton Worldwide Holdings Inc

2.07 124.7 Mil
Consumer Cyclical

Trane Technologies PLC Class A

2.05 123.5 Mil
Industrials

Motorola Solutions Inc

2.04 122.7 Mil
Technology

Targa Resources Corp

2.03 122.5 Mil
Energy

TransDigm Group Inc

2.02 121.7 Mil
Industrials

Icon PLC

1.93 116.4 Mil
Healthcare

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