MSIGX : Invesco Oppenheimer Main Street Fund Class A

MSIGX is a US Stocks Market Large Blend with MODERATE fees.

MSIGX

Invesco Oppenheimer Main Street Fund Class A

FI Score

62 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

9 /10

Category Score

10 /10

Market Size

9 /10

62% FI Score
  • msigx
  • Mutual Fund
  • US Stocks
  • Large Blend

Invesco Oppenheimer Main Street Fund Class A

Expenses: 0.85% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund mainly invests in common stocks of U.S. companies of different capitalization ranges. It currently focuses on larger capitalization issuers, which are considered to be companies with market capitalizations equal to the companies in the Russell 1000. The portfolio managers use fundamental research to select securities for the fund's portfolio, which is comprised of both growth and value stocks. The fund aims to maintain a broadly diversified portfolio across major economic sectors by applying investment parameters for both sector and position size.

Largest Holdings

Amount Holding
9.49% Microsoft Corp
6.15% Amazon.com Inc
4.58% UnitedHealth Group Inc
4.12% Procter & Gamble Co
3.51% Berkshire Hathaway Inc Class B
3.44% Lockheed Martin Corp
3.32% Merck & Co Inc
3.05% Prologis Inc
3.04% Facebook Inc A
2.69% JPMorgan Chase & Co
2.58% AstraZeneca PLC ADR
2.57% Motorola Solutions Inc
2.38% Verizon Communications Inc
2.32% Alphabet Inc A
2.10% Intercontinental Exchange Inc
2.09% The Home Depot Inc
2.07% Applied Materials Inc
1.98% Zimmer Biomet Holdings Inc
1.82% Qualcomm Inc
1.76% Thermo Fisher Scientific Inc
1.57% Texas Instruments Inc
1.57% Capital One Financial Corp
1.53% Progressive Corp
1.50% Duke Energy Corp
1.44% Equitable Holdings Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo