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Invesco Discovery Mid Cap Growth R (OEGNX)
At close: 8:01 PM EST
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
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Invesco |
| Net Assets | 6.18B |
| YTD Return | 19.61% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2001 |
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
Morningstar Category
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