Invesco Discovery Mid Cap Growth Fund Q4 2025 Commentary (OEGAX)

The Invesco Discovery Mid Cap Growth Fund (OEGAX) outperformed its benchmark in Q4 2025, driven by strong stock selection in information technology, despite some weakness in consumer discretionary and healthcare. The Invesco US Growth Team maintains a constructive outlook for US equities in 2026, anticipating continued growth in GDP and corporate profits, supported by a resilient economy and potential Fed rate cuts. The fund is positioned with overweightings in industrials and IT, focusing on growth opportunities from technology-driven innovation and AI infrastructure.

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