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Nasdaq - Delayed Quote USD

Invesco Main Street All Cap R (OMSNX)

21.85
-1.38
(-5.94%)
At close: April 4 at 8:03:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.33%
5y Average Return 18.03%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Apr 3, 2025) 32.42%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 32.42%
Worst 3Y Total Return 4.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OMSNX
Category
YTD
-4.62%
5.31%
1-Month
-6.54%
-4.19%
3-Month
-4.62%
3.90%
1-Year
7.25%
20.31%
3-Year
8.62%
6.48%
5-Year
18.12%
11.78%
10-Year
10.37%
10.96%
Last Bull Market
20.46%
25.56%
Last Bear Market
-16.55%
-15.11%

Annual Total Return (%) History

Year
OMSNX
Category
2025
--
--
2024
27.05%
--
2023
25.60%
22.32%
2022
-19.95%
-16.96%
2021
26.30%
26.07%
2020
19.45%
15.83%
2019
32.42%
28.78%
2018
-10.57%
-6.27%

2017
15.78%
20.44%
2016
9.55%
10.37%
2015
-1.60%
-1.07%
2014
7.18%
10.96%
2013
28.83%
31.50%
2012
15.56%
14.96%
2011
-3.12%
-1.27%
2010
16.39%
14.01%
2009
31.55%
28.17%
2008
-38.72%
-37.79%
2007
3.24%
6.16%
2006
14.47%
14.17%
2005
6.40%
5.88%
2004
12.18%
10.02%
2003
40.07%
27.05%
2002
-16.18%
-22.25%
2001
--
-13.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.62% -- -- --
2024 12.99% 3.74% 5.21% 3.03%
2023 6.59% 11.17% -4.44% 10.92%
2022 -4.94% -16.55% -5.38% 6.64%
2021 7.92% 8.29% -0.50% 8.61%
2020 -20.07% 21.80% 9.74% 11.81%
2019 15.53% 4.88% 1.78% 7.38%
2018 -1.15% 3.25% 5.17% -16.69%
2017 4.88% 3.27% 3.54% 3.26%
2016 0.77% 2.06% 1.78% 4.66%

2015 1.30% 0.46% -8.28% 5.42%
2014 1.00% 5.02% -0.89% 1.95%
2013 7.60% 2.40% 6.12% 10.18%
2012 15.44% -6.22% 7.40% -0.61%
2011 0.56% -1.43% -11.62% 10.59%
2010 5.77% -11.00% 12.17% 10.23%
2009 -10.88% 23.87% 13.40% 5.08%
2008 -11.49% 1.59% -12.28% -22.30%
2007 0.76% 6.28% 2.18% -5.65%
2006 5.63% -2.06% 3.77% 6.63%
2005 -2.16% 1.73% 4.56% 2.23%
2004 3.43% 0.00% -1.69% 10.33%
2003 -2.46% 18.08% 6.69% 13.99%
2002 2.99% -5.45% -17.19% 3.94%
2001 12.43% -12.28% 14.21% --

Rank in Category (By Total Return)

YTD 62
1-Month 87
3-Month 62
1-Year 36
3-Year 37
5-Year 39

Load Adjusted Returns

1-Year 7.25%
3-Year 8.62%
5-Year 18.12%
10-Year 10.37%

Performance & Risk

YTD Return -8.33%
5y Average Return 18.03%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Invesco
Net Assets 1.41B
YTD Return -4.62%
Yield 0.33%
Morningstar Rating
Inception Date May 24, 2019

Fund Summary

The fund invests primarily in common stock of U.S. companies of any market capitalization size. The fund aims to maintain a diversified portfolio across major economic sectors by applying investment parameters for both sector and position size. The portfolio also includes both growth and value stocks.

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