Nasdaq - Delayed Quote USD
Invesco Discovery Mid Cap Growth R (OEGNX)
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.82% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 34.46% |
| 5y Average Return | 12.13% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OEGNX | Category Average | OEGNX | Category Average | OEGNX | Category Average | |
| Alpha | -11.87 | 0.01 | -4.41 | 0.01 | -1.79 | -0.02 |
| BETA | 1.06 | 0.01 | 1.04 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | -0.11 | 0.02 | 1 | 0.02 | 0.99 | 0.01 |
| R-squared | 78.92 | 0.82 | 77.93 | 0.79 | 77.01 | 0.8 |
| Standard Deviation | 20.44 | 0.23 | 21.29 | 0.19 | 17.73 | 0.17 |
| Sharpe Ratio | -0.26 | 0.01 | 0.45 | 0.01 | 0.57 | 0.01 |
| Treynor Ratio | -6.98 | 0.18 | 7.43 | 0.17 | 8.86 | 0.12 |
Related Tickers
LSHCX Kinetics Spin-Off and Corp Rest Adv C
39.98
+3.52%
LSHUX Kinetics Spin-Off and Corp Rest Instl
44.99
+3.52%
LSHEX Kinetics Spin-Off and Corp Rest No Load
47.09
+3.52%
LSHAX Kinetics Spin-Off and Corp Rest Adv A
44.55
+3.51%
WWNPX Kinetics Paradigm No Load
179.94
+3.44%
KNPYX Kinetics Paradigm Instl
182.65
+3.44%
KNPAX Kinetics Paradigm Adv A
170.88
+3.44%
KNPCX Kinetics Paradigm Adv C
152.38
+3.43%
RYPMX Rydex Precious Metals Inv
41.92
+3.23%
KMKYX Kinetics Market Opportunities Inst
97.13
+2.89%
KMKNX Kinetics Market Opportunities No Load
95.39
+2.89%
KMKCX Kinetics Market Opportunities Adv C
88.40
+2.89%
KMKAX Kinetics Market Opportunities Adv A
93.55
+2.88%
KSCOX Kinetics Small Cap Opportunities No Load
219.23
+2.81%
KSOAX Kinetics Small Cap Opportunities Adv A
209.83
+2.81%
KSCYX Kinetics Small Cap Opportunities Inst
224.92
+2.81%
KSOCX Kinetics Small Cap Opportunities Adv C
196.12
+2.80%
INIIX VanEck International Investors Gold I
16.92
+1.93%
FEGOX First Eagle Gold C
25.87
+1.85%
FEGIX First Eagle Gold I
29.77
+1.85%
SGGDX First Eagle Gold A
28.74
+1.84%
FEURX First Eagle Gold R6
29.87
+1.84%
RCMFX Schwartz Value Focused
70.24
+1.71%
FGKMX Fidelity Advisor Communication ServicesZ
116.20
+1.48%
FGDMX Fidelity Advisor Communication ServicesA
113.58
+1.47%
FGHMX Fidelity Advisor Communication ServicesC
109.01
+1.47%
FGJMX Fidelity Advisor Communication ServicesI
115.36
+1.47%
FBMPX Fidelity Select Communication Services Portfolio
115.40
+1.47%
FGEMX Fidelity Advisor Communication ServicesM
112.16
+1.47%
CVISX Causeway International Small Cap Inv
15.41
+1.38%
CIISX Causeway International Small Cap Instl
15.45
+1.38%
WWWEX Kinetics Global No Load
17.91
+1.36%
KGLAX Kinetics The Global Fund
17.74
+1.31%
KGLCX Kinetics The Global Fund
16.29
+1.31%
LGLFX Lord Abbett Growth Leaders Fund
50.61
+1.22%
LGLIX Lord Abbett Growth Leaders Fund
51.07
+1.21%
LGLAX Lord Abbett Growth Leaders Fund
48.57
+1.21%
AECTX American Century Emerg Mkts Sm Cp R6
15.15
+1.20%
AECSX American Century Emerging Mkts Sm Cp I
15.08
+1.14%
FGADX Franklin Gold and Precious Metals Adv
23.18
+1.13%
WESNX William Blair Emerg Mkts Sm Cp Gr N
21.41
+1.13%
MIOFX Marsico International Opportunities
26.02
+1.13%
FGPMX Franklin Gold and Precious Metals R6
23.54
+1.12%
BESIX William Blair Emerging Markets Small Cap Growth Fund
21.79
+1.11%
ALGYX Alger Focus Equity Y
84.67
+1.10%
ALGRX Alger Focus Equity I
81.54
+1.09%
ALZFX Alger Focus Equity Z
84.34
+1.09%
ALCFX Alger Focus Equity C
72.47
+1.09%
ALAFX Alger Focus Equity A
80.87
+1.09%
FPBFX Fidelity Pacific Basin
34.19
+1.06%
WESJX William Blair Emerg Mkts Sm Cp Gr R6
21.85
+1.06%
GQRPX GQG Partners Global Quality Equity Inv
20.92
+1.06%
GQRRX GQG Partners Global Quality Equity R6
21.02
+1.06%
CPAEX Counterpoint Tactical Equity A
23.02
+1.05%
CPIEX Counterpoint Tactical Equity I
23.51
+1.03%
CPCEX Counterpoint Tactical Equity C
21.56
+1.03%
WCMSX WCM International Small Cap Growth Instl
21.61
+1.03%
KINAX Kinetics Internet Adv A
103.62
+1.02%
WWWFX Kinetics Internet No Load
114.85
+1.02%
KINCX Kinetics Internet Adv C
84.51
+1.02%
FTRNX Fidelity Trend
216.46
+1.01%
GQRIX GQG Partners Global Quality Equity Instl
21.02
+1.01%
INPIX ProFunds Internet UltraSector Inv
56.72
+0.98%
INPSX ProFunds Internet UltraSector Svc
36.13
+0.98%
PRJDX PGIM Jennison Global Opportunities R4
49.61
+0.96%
PRJZX PGIM Jennison Global Opportunities Z
49.84
+0.95%
PRJBX PGIM Jennison Global Opportunities R2
48.80
+0.95%
GQGPX GQG Partners Emerging Markets Equity Inv
17.00
+0.95%
GQGRX GQG Partners Emerging Markets Equity R6
17.13
+0.94%
GQGIX GQG Partners Emerging Markets EquityInst
17.13
+0.94%
PRJQX PGIM Jennison Global Opportunities R6
50.34
+0.94%
AEMVX Acadian Emerging Markets Y
23.69
+0.94%
PRJAX PGIM Jennison Global Opportunities A
48.47
+0.94%
AGRYX AB Growth Advisor
157.67
+0.93%
AEMZX Acadian Emerging Markets I
23.76
+0.93%
AEMGX Acadian Emerging Markets Investor
23.76
+0.93%
PRJCX PGIM Jennison Global Opportunities C
43.34
+0.93%
AGRFX AB Growth A
136.00
+0.93%
AGFIX AB Growth I
156.93
+0.93%
CMGVX Columbia Select Mid Cap Gro Fd I2
33.89
+0.89%
CMGYX Columbia Select Mid Cap Gro Fd I3
34.01
+0.89%
CLSDX Columbia Select Mid Cap Gro S
33.29
+0.88%
MGLBX Marsico Global
26.98
+0.86%
OEGIX Invesco Discovery Mid Cap Growth R6
38.81
+0.86%
OEGYX Invesco Discovery Mid Cap Growth Y
37.77
+0.85%
LZEMX Lazard Emerging Markets Equity Portfolio
18.94
+0.85%
PWJBX PGIM Jennison International Opps R2
30.79
+0.85%
ISCCX Federated Hermes Intl Small-Mid Co C
27.24
+0.85%
RLEMX Lazard Emerging Markets Equity R6
18.95
+0.85%
PWJDX PGIM Jennison International Opps R4
31.26
+0.84%
PWJRX PGIM Jennison International Opps R
30.23
+0.83%
PWJZX PGIM Jennison International Opps Z
31.54
+0.83%
PWJQX PGIM Jennison International Opps R6
31.64
+0.83%
TAVFX Third Avenue Value Instl
65.78
+0.83%
TAVZX Third Avenue Value Z
65.80
+0.83%
OEGAX Invesco Discovery Mid Cap Growth A
31.71
+0.83%
TVFVX Third Avenue Value Investor
66.16
+0.82%
ISCAX Federated Hermes Intl Small-Mid Co A
40.48
+0.82%
BTEKX BlackRock Technology Opportunities K
77.41
+0.82%