OPTFX Mutual Fund
OPTFX Mutual Fund
OPTFX Mutual Fund
Invesco Discovery Large Cap Fund Class A
OPTFX Mutual Fund Overview
OPTFX Mutual Fund (Invesco Discovery Large Cap Fund Class A) is managed by Invesco (US) with $3.42B in net assets. OPTFX expense ratio is 0.93%, holding 55 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1981-01-22.
OPTFX performance shows a YTD return of 4.80%. The 1-year return is 9.05% and the 5-year return is 9.37%. OPTFX dividend yield stands at 10.38%, paid annually.
OPTFX top holdings include Nvidia Corp. (11.1%), Alphabet Inc. C (8.0%), Amazon.Com Inc (6.5%), Apple, Inc (5.7%), Broadcom Inc (4.9%). Go to all OPTFX holdings, OPTFX sectors, or OPTFX dividends.
OPTFX can be compared against other funds. Use OPTFX overlap to find shared positions, or OPTFX vs another fund for a side-by-side view. OPTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.