Invesco Discovery remains a fine small-growth option thanks to its experienced, stable team and proven strategy. It maintains Above Average ratings for both People and Process.
Invesco Discovery A OPOCX
- NAV / 1-Day Return 101.62 / +1.39 %
- Total Assets 4.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.030%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Limited
- TTM Yield 0.00
- Turnover 83%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis OPOCX
Will OPOCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
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Modine Manufacturing Co | 1.75 | 82.4 Mil | Consumer Cyclical |
CyberArk Software Ltd | 1.73 | 81.6 Mil | Technology |
Onto Innovation Inc | 1.71 | 80.9 Mil | Technology |