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Morningstar

Invesco Discovery A OPOCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 75.31  /  1.54 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • 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 84%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis OPOCX

Will OPOCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OPOCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OPOCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of OPOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Steady.

Senior Analyst

Summary

| by David Kathman

Despite its recent slump, Invesco Discovery remains an excellent choice among small-growth funds. Its Morningstar Analyst Ratings remain unchanged: Silver for the cheaper share classes, and Bronze for the pricier ones.

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