CGRWX Mutual Fund

CGRWX Mutual Fund (Invesco Comstock Select Fund Class A) is managed by Invesco (US) with $490.4M in net assets. CGRWX expense ratio is 0.92%, holding 35 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1985-09-16.

CGRWX performance shows a YTD return of 12.65%. The 1-year return is 21.30% and the 5-year return is 12.80%. CGRWX dividend yield stands at 12.01%, paid quarterly.

CGRWX top holdings include Wells Fargo & Co. (4.3%), Merck & Company Inc (4.2%), Devon Energy Corporation (4.2%), Huntington Bancshares Inc./Oh (4.2%), Microsoft Corp (4.2%). Go to all CGRWX holdings, CGRWX sectors, or CGRWX dividends.

CGRWX can be compared against other funds. Use CGRWX overlap to find shared positions, or CGRWX vs another fund for a side-by-side view. CGRWX alternatives are available via the screener, along with tax-loss harvesting opportunities.