About MSAZX
The Invesco Main Street All Cap Fund Class R5 is an open-end mutual fund that seeks capital appreciation by investing primarily in common stocks of U.S. companies across all market capitalizations. Its portfolio is broadly diversified, encompassing large-cap, mid-cap, and small-cap equities to capture growth and value opportunities throughout the U.S. equity markets. The fund’s holdings reflect significant allocations to prominent technology and consumer companies, with its top positions including Microsoft, Nvidia, Apple, Amazon, Meta Platforms, and Alphabet, among others. Managed by a team led by experienced professionals, the fund adheres to a disciplined investment process, balancing sector exposures and striving for long-term growth. The Class R5 share class is notably designed for retirement plans and institutional investors, and, as of September 2024, has been placed in limited offering, restricting new investments to existing shareholders. This fund serves as a core equity holding for diversified portfolios, leveraging its broad market exposure and active management approach to participate in the performance of leading U.S. companies across various industries.
Fund Family Invesco
Category Large Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MSAZX
Index Russell 3000 TR
MSAZX had a total return of 13.44% in the past year, including dividends. Since the fund's
inception, the average annual return has been 23.57%.
