About MSJFX
The Invesco Main Street Fund R5 is a mutual fund focused on seeking capital appreciation by investing primarily in the common stocks of U.S. companies, with an emphasis on large-capitalization names. The fund’s strategy centers on building a diversified portfolio that spans various sectors and industries, aiming to capture growth opportunities among established leaders in the market. As of recent holdings, the fund’s top allocations include prominent companies such as Microsoft, Nvidia, Apple, Amazon, Meta Platforms, and Alphabet, reflecting its orientation toward influential players in the technology and consumer sectors. With over 70 securities in its portfolio and more than $10 billion in total assets, the fund mirrors certain characteristics of broader U.S. equity benchmarks, such as the S&P 500, while seeking to add value through active management. Its risk profile and return metrics indicate a performance that closely tracks the overall market, making it a key instrument for investors looking to participate in the long-term growth potential of large, well-established American companies.
Fund Family Invesco
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MSJFX
Index S&P 500 TR
MSJFX had a total return of 14.52% in the past year, including dividends.
Since the fund's inception, the average annual return has been 12.79%.
