About MSMJX
The Invesco Main Street Mid Cap Fund Class R5 is an actively managed mutual fund that seeks capital appreciation through investment in a diversified portfolio of U.S. mid-cap companies. Focusing on firms with medium-sized market capitalizations, the fund provides exposure to a wide array of industries, including application software, aerospace and defense, regional banks, electrical components, hotels and resorts, semiconductors, multi-utilities, and oil and gas exploration. By targeting mid-cap equities, the fund offers investors the potential for growth that is typically associated with companies expanding their market presence and operations.
With total assets of approximately $2.4 billion, the fund employs a disciplined process to identify mid-sized firms with promising financial characteristics and competitive positions. Its diversified sector allocation helps mitigate risks commonly found in narrower investment approaches. The fund is managed by Invesco, a globally recognized investment management firm, and carries an expense ratio of about 0.76%, reflecting its focus on delivering value to shareholders while controlling costs. Suitable for investors seeking a blend of growth potential and diversification, this fund plays a significant role in bridging the gap between large-cap stability and small-cap dynamism within balanced portfolios.
Fund Family Invesco
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MSMJX
Index Russell MidCap TR
MSMJX had a total return of 12.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.82%.
