OTCNX Mutual Fund
OTCNX Mutual Fund
Invesco Discovery Large Cap Fund Class R
OTCNX Mutual Fund Overview
OTCNX Mutual Fund (Invesco Discovery Large Cap Fund Class R) is managed by Invesco (US) with $114.3M in net assets. OTCNX expense ratio is 1.20%, holding 56 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2001-03-01.
OTCNX performance shows a YTD return of 11.23%. The 1-year return is 19.06% and the 5-year return is 10.78%. OTCNX dividend yield stands at 11.44%, paid annually.
OTCNX top holdings include Nvidia Corp (11.1%), Alphabet Inc series C (8.0%), Amazon.Com Inc (6.5%), Apple Inc (5.7%), Broadcom Inc (4.9%). View all OTCNX holdings, sector breakdown, or dividend history.
OTCNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTCNX alternatives are available via the screener, along with tax-loss harvesting opportunities.