Invesco Main Street Small Cap Fund (OSSIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OSSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OSSIX
OSSIX charges 0.68% annually. There are 37 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | OSSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | OSSIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | OSSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | OSSIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | OSSIX vs VSMAX |
Best Risk-Adjusted Alternatives to OSSIX
OSSIX has a PortfoliosLab risk / return rank of 39. There are 134 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | OSSIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | OSSIX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | OSSIX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | OSSIX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | OSSIX vs GQSCX |
Top Performing OSSIX Alternatives (YTD)
OSSIX is at 17.02% YTD. There are 123 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | OSSIX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | OSSIX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | OSSIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | OSSIX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | OSSIX vs FTMSX |
Lowest Volatility Alternatives to OSSIX
OSSIX has 18.59% 1-year volatility. There are 109 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | OSSIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | OSSIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | OSSIX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | OSSIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | OSSIX vs BOSOX |
Lowest Drawdown Alternatives to OSSIX
OSSIX has a 1-year max drawdown of -12.49%. There are 150 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | OSSIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | OSSIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | OSSIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | OSSIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | OSSIX vs SSCDX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 59 | 18.33% | — | Oct 2020 | OSSIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 44 | 12.58% | — | — | OSSIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 12 | 8.27% | — | Jun 2005 | OSSIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 25 | -10.19% | — | Jul 1983 | OSSIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 20.03% | — | Jun 2001 | OSSIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 68 | 12.28% | — | Oct 1968 | OSSIX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 35 | 7.85% | — | Feb 1988 | OSSIX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 79 | 27.70% | — | Jun 1999 | OSSIX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 66 | 7.57% | — | Aug 1960 | OSSIX vs ACEIX | |
| Invesco Global Fund | Global Equities | 19 | 8.22% | — | Dec 1969 | OSSIX vs OPPAX |
Often Compared With OSSIX
Investors most often compare OSSIX with FCNTX, CAIBX, BIAUX. These 19 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare OSSIX with Any Fund or Stock
Compare OSSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OSSIX with funds that move differently
Invesco Main Street Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OSSIX.
Explore OSSIX Diversifiers