Nasdaq - Delayed Quote USD

Invesco Discovery Mid Cap Growth R (OEGNX)

28.25 +0.24 (+0.86%)
As of 8:06:43 AM EST. Market Open.

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.

Invesco Discovery Mid Cap Growth R

Houston, TX 77046
11 Greenway Plaza,Suite 100
800-341-2929

Fund Overview

Category Mid-Cap Growth
Fund Family Invesco
Net Assets 6.18B
YTD Return 19.61%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2000

Fund Operations

Last Dividend --
Last Cap Gain 0.00
Holdings Turnover 124.00%
Average for Category --

Fees & Expenses

Expense OEGNX Category Average
Annual Report Expense Ratio (net) 1.29% 1.09%
Prospectus Net Expense Ratio 1.29% --
Prospectus Gross Expense Ratio 1.29% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ronald J. Zibelli, Lead Manager since June 05, 2007
Mr. Zibelli has been a Senior Vice President of OppenheimerFunds, Inc since January 2014 and a Senior Portfolio Manager since May 2006. He was a Vice President of OppenheimerFunds from May 2006 to January 2014. Prior to joining OppenheimerFunds, he spent six years at Merrill Lynch Investment Managers, during which time he was a Managing Director and Small Cap Growth Team Leader. Prior to joining Merrill Lynch Investment Managers, Mr. Zibelli spent 12 years with Chase Manhattan Bank, including two years as Senior Portfolio Manager at Chase Asset Management.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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