Despite its positive features, Invesco Main Street hasn’t looked all that impressive for most of the past decade, and it’s not yet clear whether recent tweaks to the process will help. The fund earns a Morningstar Analyst Rating of Bronze for the relatively cheap R5, R6, and Y shares, and a Neutral rating for the more expensive share classes.
Will MSIGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSIGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MSIGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MSIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.