Invesco Oppenheimer Discovery remains a fine choice among small-growth funds, with an experienced, stable team and a strategy that effectively balances growth with risk controls. The R5, R6, and Y shares earn a Morningstar Analyst Rating of Silver, while the more expensive A, C, and R shares earn a Bronze rating.
Invesco Discovery A OPOCX
NAV / 1-Day Return
117.34
/
1.28
%
Total Assets
4.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.060%
Expense Ratio
1.060%
Fee Level
Low
Longest Manager Tenure
15.04
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
1,000
Status
Limited
TTM Yield
0.00%
Turnover
76%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A strong track record from a seasoned team.
