Nasdaq - Delayed Quote USD
Invesco Main Street Small Cap A (OSCAX)
19.40
0.00
(0.00%)
At close: 8:01:55 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 2.5
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Mutual Of Omaha Investor Services Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- UBS Financial Services Inc
- Protected Investors of America
- E TRADE Financial
- H&R Block Financial Advisors Inc
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- Edward Jones
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- DATALynx
- DATALynx NAV
- Ameriprise Brokerage
- Federated TrustConnect
- Federated TrustConnect NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- Mony Securities Corp
- SunAmerica Securities Premier / Pinnacle
- Vanguard NTF
- ETrade No Load Fee
- ETrade Load Fee
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- JPMorgan INVEST
- WFA MF Advisory Updated 3.3.25
- RBC Wealth Management-Network Eligible
- Sterne, Agee & Leach, Inc.,
- ING Financial Ptnrs PAM and PRIME Approv
- Firstrade
- Scottrade TF
- Ameriprise Financial
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- U.S. Bancorp Investments, Inc.
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 3.3.25
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Vanguard Load
- Vanguard TF
- Morgan Stanley Portfolio Management
- Smith Barney Portfolio Manager
- Merrill Edge
- PAS
- WF MFAQ Screen Updated 12/31/2016
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Ameriprise SPS Advisor
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
Fund Summary
The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of "small-cap" companies. The fund's manager considers a small-cap company to be one that has a market capitalization in the range of market capitalizations of the largest and smallest capitalized companies included in the Russell 2000® Index. The fund primarily invests in common stock but may also invest in other types of securities that are consistent with its investment objective.
Fund Overview
| Category | Small Blend |
| Fund Family | Invesco |
| Net Assets | 1.92B |
| YTD Return | -5.97% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 17, 2013 |
Performance & Risk
| YTD Return | -11.54% |
| 5y Average Return | 14.12% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
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