OTCYX Mutual Fund
OTCYX Mutual Fund
Invesco Discovery Large Cap Fund Class Y
OTCYX Mutual Fund Overview
OTCYX Mutual Fund (Invesco Discovery Large Cap Fund Class Y) is managed by Invesco (US) with $102.0M in net assets. OTCYX expense ratio is 0.70%, holding 56 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1997-11-03.
OTCYX performance shows a YTD return of 11.50%. The 1-year return is 19.65% and the 5-year return is 15.72%. OTCYX dividend yield stands at 8.17%, paid annually.
OTCYX 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 OTCYX holdings, sector breakdown, or dividend history.
OTCYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTCYX alternatives are available via the screener, along with tax-loss harvesting opportunities.