Nasdaq - Delayed Quote USD
Invesco Discovery Mid Cap Growth Fund (DMCFX)
At close: December 11 at 6:45:19 PM EST
Fund Summary
The fund mainly invests in common stocks of U.S. companies that the portfolio managers expect to have above-average growth rates. 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. The fund will normally invest at least 80% of its net assets in equity securities of mid-cap issuers.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.69% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 30.74% |
| 5y Average Return | 11.99% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DMCFX | Category Average | DMCFX | Category Average | DMCFX | Category Average | |
| Alpha | -8.67 | 0.01 | -3.14 | 0.01 | -0.79 | -0.02 |
| BETA | 1.09 | 0.01 | 1.06 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.37 | 0.02 | 1.17 | 0.02 | 1.11 | 0.01 |
| R-squared | 78 | 0.82 | 77.35 | 0.79 | 76.66 | 0.8 |
| Standard Deviation | 21.44 | 0.23 | 21.76 | 0.19 | 18.05 | 0.17 |
| Sharpe Ratio | 0.02 | 0.01 | 0.52 | 0.01 | 0.64 | 0.01 |
| Treynor Ratio | -1.79 | 0.18 | 9.2 | 0.17 | 10.23 | 0.12 |
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