OCAIX Mutual Fund
OCAIX Mutual Fund
Invesco Select Risk High Growth Investor Fund Class C
OCAIX Mutual Fund Overview
OCAIX Mutual Fund (Invesco Select Risk High Growth Investor Fund Class C) is managed by Invesco (US) with $173.4M in net assets. OCAIX expense ratio is 1.60%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2005-04-05.
OCAIX performance shows a YTD return of 11.12%. The 1-year return is 20.18% and the 5-year return is 4.46%. OCAIX dividend yield stands at 4.29%, paid annually.
OCAIX top holdings include Invesco S&P 500 Revenue Etf (16.9%), Invesco Russell 1000 Dynamic Multifactor Etf (13.4%), Invesco Global Fund (12.9%), Invesco NASDAQ 100 ETF (10.0%), Invesco International Developed Dynamic Multifactor Index Etf (7.8%). View all OCAIX holdings, sector breakdown, or dividend history.
OCAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OCAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.