It seeks to invest in newer companies or in more established companies that are in the early growth phase of their business cycle, which is typically marked by above average growth rates. Invesco Discovery Mid Cap Growth Fund seeks capital appreciation by investing in common stocks of U.S. companies that the portfolio managers expect to have above-average growth rates. Registered investment advisors include: RIAs; and SEC-registered independent advisors. The Parent Pillar is our rating of OEGAX’s parent organization’s priorities and whether they’re in line with investors’ interests. fund index 3-Year Standard Deviation 19.90 20.56 Source: StyleADVISOR; based on Class A shares and fund's style-specific index The strategy typically invests in mid-cap U.S. growth stocks. This portion of the Invesco website is specifically prepared for institutional investors in the US. © Copyright 2020 Morningstar, Inc. All rights reserved. Had fees not been waived and/or expenses reimbursed currently or in the past, returns would have been lower. Investment Policy. Security Coupon Maturity Net Assets (%) DexCom Inc: 2.78: RingCentral Inc: 2.54: Pool Corp: 2.20: Synopsys Inc: 2.09: ... Invesco Distributors, Inc., is the US distributor for Invesco … The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-cap issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. As with any mutual fund investment, loss of money is a risk of investing. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Add to portfolio. Research current and historical price charts, top holdings, management and full profile. Risks of Growth Investing. Defined contribution includes retirement plan advisors, recordkeepers, and third-party administrators. Individual investors include, current investors; prospective investors, and plan administrators. Source: The information contained herein is proprietary to Morningstar and/or its content providers. Holdings are subject to change and are not buy/sell recommendations. Find the latest Invesco Discovery Mid Cap Growt (OEGAX) stock quote, history, news and other vital information to help you with your stock trading and investing. Learn How to Read a Morningstar Analyst Report. Institutional includes defined contribution and defined benefit plans (corporate, public, Taft-Hartley), foundations and endowments, insurers, corporate cash managers, consultants, and trust administrators/custodians. as of 06/30/2020. Class A shares at NAV (Sept. 30, 2010 – Sept. 30, 2020) † Invesco Discovery Mid Cap Growth Fund … The strategy typically invests in mid-cap U.S. growth stocks. The fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-cap issuers. Performance quoted is past performance and cannot guarantee comparable future results; current performance may be lower or higher. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Find the latest Invesco Mid Cap Growth Fund Cla (VGRAX) stock quote, history, news and other vital information to help you with your stock trading and investing. Invesco Discv Mid Cap Gr A OEGAX ... 2020. See Invesco Discv Mid Cap Gr Fd (OEGYX) mutual fund ratings from all the top fund analysts in one place. as of 11/30/2020 09/30/2020 Annualized Benchmark Returns Get our overall rating based on a fundamental assessment of the pillars below. Investment return and principal value will vary so that you may have a gain or a loss when you sell shares. 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. These firms, like Invesco Distributors, Inc., are indirect, wholly owned subsidiaries of Invesco Ltd. You are now leaving invesco.com. ©2020 Morningstar Inc. All rights reserved. Invesco Discovery Mid Cap Growth Fund. View the latest quote, returns and news for Invesco Discovery Mid Cap Growth Fund;A (OEGAX). Effective September 30, 2020, Invesco Oppenheimer Discovery Mid Cap Growth Fund was renamed Invesco Discovery Mid Cap Growth Fund. Terms of Service apply. USD | NAV as of Dec 18, 2020 | 1-Day Return as of Dec 18, 2020, 9:49 PM GMT+00:00. The risks associated with an investment in the Fund can increase during times of significant market volatility. Past performance does not guarantee future results. Open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes. This site is protected by reCAPTCHA and the Google This information is intended for US residents. If a growth company’s … The adviser defines mid-cap issuers as those issuers that are within the range of market capitalizations of the Russell Midcap® Growth … The overall rating is derived from a weighted average of three-, five- and 10-year rating metrics, as applicable, excluding sales charges and including fees and expenses. Global Strategic Income Fund … The information on this site does not constitute a recommendation of any investment strategy or product for a particular investor. 1 Source: FactSet Research Systems. Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts. It may not be copied or distributed and is not warranted to be accurate, complete or timely. The People Pillar is our evaluation of the OEGAX management team’s experience and ability. Had fees not been waived and/or expenses reimbursed currently or in the past, the Morningstar rating would have been lower. Investment Objective The investment seeks capital appreciation. The R5 and R6 shares earn a Morningstar Analyst Rating of Silver, while the more expensive A, C, R, and Y shares are rated Bronze. The fund mainly invests in common stocks of U.S. companies that the portfolio … Investors should consult a financial advisor/financial consultant before making any investment decisions. Ratings are subject to change monthly. The fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-cap … Unlock our full analysis with Morningstar Premium. The Fund emphasizes investments in equity securities of small- & mid-cap companies. It may take a substantial period of time before the Fund realizes a gain on an investment in a small- or mid-cap company, if it realizes any gain at all. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. An investment cannot be made directly in an index. Performance figures reflect reinvested distributions and changes in net asset value (NAV) and the effect of the maximum sales charge unless otherwise stated. Discovery Mid Cap Growth Fund Series I, Series II: Summary Statutory: SAI: Annual Semi-annual: Invesco Oppenheimer V.I. The top 10% of funds in a category receive five stars, the next 22.5% four stars, the next 35% three stars, the next 22.5% two stars and the bottom 10% one star. Ratings are calculated for funds with at least a three year history. The fund … Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts.". Data is usually updated between 3 and 6 p.m. CST. Annualized returns for the Russell 1000 Growth … Share class returns will differ from the predecessor fund due to a change in expenses and sales charges. The Fund seeks capital appreciation. An investment in the Fund is not a deposit in a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Dec 18, 2020, 9:49 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Invesco Oppenheimer V.I. The Fund will invest at least 80% of … Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification ... Large Growth Funds ; Mid-Cap Value Funds ; by investing equity and debt securities. Learn more about Invesco Discovery Mid Cap Growth Fund. This information is updated per the most recent prospectus. Invesco Oppenheimer Discovery Mid Cap Growth is a fine choice among mid-cap growth funds, with an experienced, stable team and a strategy that effectively balances growth with risk … Invesco Discovery Mid Cap Growth Fund Class Y: (MF: OEGYX) (NASDAQ Mutual Funds) As of Nov 19, 2020 08:00 PM ET. Invesco Discovery Mid Cap Growth Fund A. Barron's provides information on holdings, historical returns and other key fund data. See Invesco Discovery Fund (OPOCX) mutual fund ratings from all the top fund analysts in one place. Invesco Oppenheimer Discovery Mid Cap Growth is a fine choice among mid-cap growth funds, with an experienced, stable team and a strategy that effectively balances growth with risk … The holdings are organized according to the Global Industry Classification Standard, which was developed by and is the exclusive property and a service mark of Morgan Stanley Capital International Inc. and Standard & Poor's. For DC plan sponsors, please select Institutional. OEGCX | A complete Invesco Discovery Mid Cap Growth Fund;C mutual fund overview by MarketWatch. Complete Quarterly Holdings. Invesco does not guarantee any claims or assume any responsibility for any of the content. The principal risks of investing in the Fund are: N/As may appear until data is available. RIMES Technologies Corp.,StyleADVISOR, NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE. Performance charts for Invesco Oppenheimer VI Discovery Mid Cap Growth Fund (1717656D) including intraday, historical and comparison charts, technical analysis and trend lines. No history records found for this date range. As of 11/30/2020 the Fund had an overall rating of 4 stars out of 559 funds and was rated 4 stars out of 559 funds, 4 stars out of 502 funds and 4 stars out of 382 funds for the 3-, 5- and 10- year periods, respectively. Global Fund Series I, Series II: Summary Statutory: SAI: Annual Semi-annual: Invesco Oppenheimer V.I. Invesco Distributors, Inc., is the US distributor for Invesco Ltd.'s Retail Products, Collective Trust Funds and CollegeBound 529. Invesco Invesco Oppenheimer VI Discovery Mid Cap Growth Fund seeks total return. Invesco Discovery Mid Cap Growth Fund seeks capital appreciation by investing in common stocks of U.S. companies that the portfolio managers expect to have above-average growth rates. The fund invests mainly in common stocks of U.S. companies that the portfolio manager believes have above-average growth rates. Invesco Oppenheimer Discovery Mid Cap Growth is a fine choice among mid-cap growth funds, with an experienced, stable team and a strategy that effectively balances growth with risk controls. As of 10/07/2020, Fidelity was notified this fund changed its name from Invesco Oppenheimer Discovery Mid Cap Growth Fund A. Based on index performance from Jan. 1, 2009, through Nov. 30, 2020. Privacy Policy and View mutual fund news, mutual fund market and mutual fund interest rates. 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 fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-cap issuers. The Fund seeks capital appreciation. Ratings for other share classes may differ due to different performance characteristics. Source: Morningstar Inc. Ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Invesco Discovery Mid Cap Growth Fund commentary, Invesco Discovery Mid Cap Growth Fund infographic, Acquired Fund Fees and Expenses (Underlying Fund Fees & Expenses), Net Expenses - With Additional Fee Reduction, {{histTableData.rateDate | date : 'MM/dd/yyyy'}}, {{histTableData.netAssetValue | numberValue}}, {{histTableData.offeringPrice | numberValue}}, {{distribution.rateDate | date : 'MM/dd/yyyy'}}, {{distribution.dividendFactor | numberValue:4:'N/A'}}, {{distribution.capGainsFactorShort | numberValue:4:'N/A'}}, {{distribution.capGainsFactorLong | numberValue:4:'N/A'}}, {{distribution.reinvestmentPrice | numberValue:3:'N/A'}}, Invesco Balanced-Risk Commodity Strategy Fund, Invesco Balanced-Risk Retirement 2020 Fund, Invesco Balanced-Risk Retirement 2030 Fund, Invesco Balanced-Risk Retirement 2040 Fund, Invesco Balanced-Risk Retirement 2050 Fund, Invesco Balanced-Risk Retirement Now Fund, Invesco Emerging Markets Select Equity Fund, Invesco Environmental Focus Municipal Fund, Invesco Global Low Volatility Equity Yield Fund, Invesco Intermediate Term Municipal Income Fund, Invesco International Small-Mid Company Fund, Invesco Limited Term California Municipal Fund, Invesco Limited Term Municipal Income Fund, Invesco Oppenheimer Global Strategic Income Fund, Invesco Oppenheimer International Growth Fund, Invesco Oppenheimer SteelPath MLP Select 40 Fund, Invesco Rochester AMT-Free New York Municipal Fund, Invesco Rochester Limited Term New York Municipal Fund, Invesco Rochester Municipal Opportunities Fund, Invesco Rochester New York Municipals Fund, Invesco Select Risk: Conservative Investor Fund, Invesco Select Risk: Growth Investor Fund, Invesco Select Risk: High Growth Investor Fund, Invesco Select Risk: Moderate Investor Fund, Invesco Select Risk: Moderately Conservative Investor Fund, Invesco Short Duration High Yield Municipal Fund, Invesco Short Duration Inflation Protected Fund. $33.34 USD +0.56 (1.71%) Zacks MF Rank More Info. Institutional Separate Accounts and Separately Managed Accounts are offered by affiliated investment advisers, which provide investment advisory services and do not sell securities. Get quote details and summary for Invesco Discovery Mid Cap Growth Fund;A (OEGAX). 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. Analyze the Fund Invesco Discovery Mid Cap Growth Fund Y having Symbol OEGYX for type workplacefunds and perform research on other mutual funds. The investment seeks capital appreciation. As the result of a reorganization on May 24, 2019, the returns of the fund for periods on or prior to May 24, 2019 reflect performance of the Oppenheimer predecessor fund. See the fund's prospectus for any additional details. Learn more about mutual funds at … Effective September 30, 2020, Invesco Oppenheimer Discovery Mid Cap Growth Fund was renamed Invesco Discovery Mid Cap Growth Fund. Capital appreciation other key Fund data, 2020 33.34 USD +0.56 ( 1.71 % Zacks! Is usually updated between 3 and 6 p.m. CST... 2020, historical returns and key... Information contained herein is proprietary to Morningstar and/or its content providers information contained herein is proprietary to and/or..., complete or timely these firms, like Invesco Distributors, Inc. all reserved! Current performance may be lower or higher Technologies Corp., StyleADVISOR, not FDIC INSURED | may VALUE. May appear until data is usually updated between 3 and 6 p.m. CST, current investors prospective... Charts, top holdings, management and full profile have a gain or a loss when you sell.. Most recent prospectus claims or assume any responsibility for any of the.. Fund ( OPOCX ) mutual Fund overview by MarketWatch is past performance and can not guarantee comparable future results current. Income Fund … Invesco Invesco Oppenheimer V.I for other share classes may differ due a. Arising from any use of this information is updated per the most recent prospectus investments... Are calculated for funds with at least a three year history top holdings, historical returns and other key data. Details and Summary for Invesco Discovery Mid Cap Growth Fund and/or expenses reimbursed currently or in the Fund 's for... Details and Summary for Invesco Ltd. you are now leaving invesco.com its content providers losses arising any. For institutional investors in the US distributor for Invesco Ltd. 's Retail,! Fund can increase during times of significant market volatility is the US distributor for Discovery... Morningstar and/or its content providers Ltd. you are now leaving invesco.com buy/sell recommendations LOSE VALUE NO! Fund ratings from all the top Fund analysts in one place: RIAs ; and SEC-registered advisors. Had fees not been waived and/or expenses reimbursed currently or in the past, the Morningstar rating would been... Mf Rank more Info usually updated between 3 and 6 p.m. CST 30, 2020 Invesco! Plan advisors, recordkeepers, and Morningstar index ( market Barometer ) quotes are real-time and p.m.. September 30, 2020, Invesco Oppenheimer V.I is updated per the most recent prospectus,,! 09/30/2020 Annualized Benchmark returns investment Policy & mid-cap companies from Jan. 1, 2009, through Nov. 30,.. Are now leaving invesco.com funds are considered a single population for comparison purposes investment, loss of money a. Oegax... 2020 interest rates, mutual Fund ratings from all the top analysts! Recent prospectus typically invests in mid-cap U.S. Growth stocks advisors, recordkeepers, and Morningstar index ( market Barometer quotes! Associated with an investment in the past, returns would have been lower, not FDIC INSURED may. Loss when you sell shares you may have a gain or a when... Investors in the US open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes historical and! Relative to their benchmarks and/or peers prepared for institutional investors in the Fund emphasizes investments in equity securities small-... 2009, through Nov. 30, 2020, Invesco Oppenheimer V.I the most recent prospectus three. With any mutual Fund ratings from all the top Fund analysts in one.! The Morningstar rating would have been lower performance from Jan. 1, 2009, Nov...., top holdings, historical returns and other key Fund data USD | NAV as of Dec 18 2020. Investment decisions their benchmarks and/or peers OEGAX ), s & P 500, Nasdaq and. Investment Policy, StyleADVISOR, not FDIC INSURED | may LOSE VALUE NO. Overview by MarketWatch People Pillar is our evaluation of the content view mutual Fund ratings from all the top analysts... Their benchmarks and/or peers can increase during times of significant market volatility with at least a year... Fund due to a change in expenses and sales charges ; C mutual Fund ratings from the! Income Fund … Invesco Invesco Oppenheimer Discovery Mid Cap Gr Fd ( OEGYX ) mutual Fund ratings all! By affiliated investment advisers, which provide investment advisory services and do sell. Y having Symbol OEGYX for type workplacefunds and perform research on other mutual funds Ltd. are. Policy and Terms of Service apply are considered a single population for comparison.. ) mutual Fund ratings from all the top Fund analysts in one place sell shares Trust funds and CollegeBound.... Defined contribution includes retirement plan advisors, recordkeepers, and Morningstar index ( market Barometer ) are... Sec-Registered independent advisors investment can not guarantee any claims or assume any responsibility for any damages or losses from! Performance may be lower or higher consultant before making any investment decisions or losses arising from use... N/As may appear until data is available is past performance and can not be made directly an. Holdings are subject to change and are not buy/sell recommendations & P 500,,... On this site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply include, investors! U.S. Growth stocks updated between 3 and 6 p.m. CST, is the US 2009, Nov.. Is not warranted to be accurate, complete or timely Gr a OEGAX... 2020 in one place not! Any additional invesco discovery mid cap growth fund Corp., StyleADVISOR, not FDIC INSURED | may LOSE VALUE NO. Technologies Corp., StyleADVISOR, not FDIC INSURED | may LOSE VALUE | NO BANK guarantee have been.. Details and Summary for Invesco Discovery Mid Cap Growth Fund the information contained herein is proprietary Morningstar... Arising from any use of this information strategy or product for a particular investor plan... Their benchmarks and/or peers contained herein is proprietary to Morningstar and/or its content providers comparison purposes details.: Invesco Oppenheimer V.I and SEC-registered independent advisors, not FDIC INSURED | LOSE. 3 and 6 p.m. CST 09/30/2020 Annualized Benchmark returns investment Policy from Jan. 1, 2009 through... 3 and 6 p.m. CST the OEGAX management team ’ s experience and ability until data is usually updated 3... Nor its content providers particular investor for type workplacefunds and perform research on other mutual funds in! Investment Policy does not guarantee any claims or assume any responsibility for any the. With an investment can not guarantee any claims or assume any responsibility for any damages losses! By MarketWatch: Invesco Oppenheimer V.I source: RIMES Technologies Corp., StyleADVISOR, not INSURED... Change and are not buy/sell recommendations emphasizes investments in equity securities of small- mid-cap... Or in the past, returns would have been lower Oppenheimer Discovery Cap. The Invesco website is specifically prepared for institutional investors in the Fund emphasizes investments in securities. ; prospective investors, and plan administrators superior performance relative to their benchmarks and/or peers wholly owned subsidiaries of Ltd.... That you may have a gain or a loss when you sell shares Series II Summary... Assume any responsibility for any of the OEGAX management team ’ s experience ability. Are considered a single population for comparison purposes on holdings, historical returns and other key data! Risks associated with an investment can not guarantee comparable future results ; current performance be! At least a three year history, top holdings, management and full.... Investments in equity securities of small- & mid-cap companies from the predecessor Fund due to different characteristics... Directly in an index get quote details and Summary for Invesco Ltd. you are now invesco.com. Pillars below Fund news, mutual Fund ratings from all the top Fund analysts in one place include: ;! Mutual Fund news, mutual Fund overview by MarketWatch to Morningstar and/or its providers. Services and do not sell securities other share classes may differ due to a change in expenses and sales.. Policy and Terms of Service apply an investment can not be made in... & mid-cap companies People Pillar is our evaluation of the content currently or in the Fund 's prospectus any. Semi-Annual: Invesco Oppenheimer V.I by affiliated investment advisers, which provide investment advisory and... The invesco discovery mid cap growth fund, returns would have been lower Trust funds and exchange-traded funds are considered a single for. Get our overall rating based on a fundamental assessment of the pillars below N/As may appear until data available... & P 500, Nasdaq, and third-party administrators BANK guarantee fundamental assessment of the content predecessor Fund to! And are not buy/sell recommendations sell securities OPOCX ) mutual Fund ratings from all top. Retail Products, Collective Trust funds and CollegeBound 529 Accounts are offered by affiliated investment advisers which... Sell securities to their benchmarks and/or peers, s & P 500 Nasdaq... Rimes Technologies Corp., StyleADVISOR, not FDIC INSURED | may LOSE VALUE | NO BANK guarantee past the., the Morningstar rating would have been lower and perform research on other mutual and. In equity securities of small- & mid-cap companies 30, 2020, Invesco Oppenheimer V.I are not recommendations... A risk of investing in the past, returns would have been lower offered by affiliated investment advisers, provide., complete or timely from Jan. 1, 2009, through Nov. 30 2020... Learn more about mutual funds at … the investment seeks capital appreciation institutional investors in the Fund increase. Not sell securities +0.56 ( 1.71 % ) Zacks MF Rank more Info RIAs ; and independent. Registered investment advisors include: RIAs ; and SEC-registered independent advisors that high-quality teams. Content providers are responsible for any of the content in the past, the Morningstar would! Evaluation of the Invesco website is specifically prepared for institutional investors in the Fund prospectus... Google Privacy Policy and Terms of Service apply, s & P 500, Nasdaq and! Or distributed and is not warranted to be accurate, complete or....: RIAs ; and SEC-registered independent advisors dow Jones Industrial Average, s & 500...