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Nasdaq - Delayed Quote USD

Invesco Main Street Mid Cap R (OPMNX)

22.15
-1.33
(-5.66%)
At close: 8:03:57 PM EDT

Fund Summary

Under normal market conditions, the fund will invest at least 80% of its net assets, including any borrowings for investment purposes, in securities of "mid cap" companies, and in derivatives and other instruments that have economic characteristics similar to such securities. The portfolio managers use fundamental research to select securities for the fund’s portfolio.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.97%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 7

Performance & Risk

YTD Return -9.34%
5y Average Return 15.06%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
OPMNXCategory AverageOPMNXCategory AverageOPMNXCategory Average
Alpha -4.6 -0.06 -3.23 -0.05 -5.5 -0.04
BETA 1.03 0.01 1.01 0.01 1.05 0.01
Mean Annual Return 0.48 0.01 1.3 0.01 0.68 0.01
R-squared 85.53 0.88 85.86 0.85 86.72 0.84
Standard Deviation 19.25 0.23 18.46 0.19 17.37 0.17
Sharpe Ratio 0.06 0.01 0.69 0.01 0.35 0.01
Treynor Ratio -0.57 0.11 11.88 0.11 4.57 0.1

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