CPTUX – Invesco Discovery Large Cap R5 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund mainly invests in common stocks of "growth companies." Growth companies are companies that the portfolio managers expect to have above-average growth rates. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of “large-cap” issuers,and in derivatives and other instruments that have economic characteristics similar to such securities. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OTCYX	Invesco Discovery Large Cap Fund Class Y	Institutional	Open			Nov 3, 1997	$225.22M	0.700%	Average	$1,000	−$8.23M
OPTFX	Invesco Discovery Large Cap Fund Class A	Front Load	Open			Jan 22, 1981	$5.55B	0.930%	Below Average	$1,000	−$486.54M
OTFCX	Invesco Discovery Large Cap Fund Class C	Level Load	Open			Dec 1, 1993	$146.90M	1.700%	Average	$1,000	−$33.79M
OPTIX	Invesco Discovery Large Cap Fund Class R6	Retirement, Large	Open			Dec 29, 2011	$46.89M	0.630%	Average	$1M	−$2.98M
CPTUX	Invesco Discovery Large Cap Fund Class R5	Retirement, Large	Limited			May 24, 2019	$16,516.00	0.700%	Above Average	$1M	−$1,390.17
OTCNX	Invesco Discovery Large Cap Fund Class R	Retirement, Medium	Open			Mar 1, 2001	$226.79M	1.200%	Above Average	$1,000	−$14.00M

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