OARDX Mutual Fund
OARDX Mutual Fund
Invesco Rising Dividends Fund Class A
OARDX Mutual Fund Overview
OARDX Mutual Fund (Invesco Rising Dividends Fund Class A) is managed by Invesco (US). OARDX expense ratio is 0.96%, holding 74 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1980-04-30.
OARDX performance shows a YTD return of 5.53%. The 1-year return is 15.97% and the 5-year return is 9.93%. OARDX dividend yield stands at 7.56%, paid quarterly.
OARDX top holdings include 'alphabet Inc., Class 'a'' (7.7%), Microsoft Corp 4.100 Feb 06 37 (6.1%), Nvidia Corp (6.1%), Apple Inc (5.4%), Broadcom Inc (4.4%). View all OARDX holdings, sector breakdown, or dividend history.
OARDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OARDX alternatives are available via the screener, along with tax-loss harvesting opportunities.