- What does MIGYX invest in?
- This fund primarily allocates capital to common equity shares issued by American corporations, encompassing a variety of market capitalizations. Presently, its investment strategy emphasizes large-cap entities, defined as those whose market value aligns with constituents of the Russell 1000 Index. Investment decisions are driven by the portfolio managers' rigorous fundamental analysis, resulting in a portfolio that includes both rapidly expanding growth companies and undervalued value stocks. A key objective is to sustain a wide-ranging and diversified portfolio spanning various principal economic sectors, achieved through strict adherence to predefined limits on both sector allocation and individual holding sizes.
- What is the expense ratio of MIGYX?
- An expense ratio for Invesco Main Street Fund Class Y (MIGYX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is MIGYX?
- Invesco Main Street Fund Class Y (MIGYX) manages $11.50B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is MIGYX actively managed or an index fund?
- MIGYX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios because there's no security selection cost.
- When was MIGYX launched?
- Invesco Main Street Fund Class Y (MIGYX) launched in October 1996 and is managed by Invesco.
- How has MIGYX performed?
- MIGYX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
