CPTUX Mutual Fund
CPTUX Mutual Fund
CPTUX Mutual Fund
Invesco Discovery Large Cap Fund Class R5
CPTUX Mutual Fund Overview
CPTUX Mutual Fund (Invesco Discovery Large Cap Fund Class R5) is managed by Invesco (US). CPTUX expense ratio is 0.70%, holding 55 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2019-05-24.
CPTUX performance shows a YTD return of 4.98%. The 1-year return is 9.39% and the 5-year return is 9.64%. CPTUX dividend yield stands at 10.12%, paid annually.
CPTUX 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 CPTUX holdings, CPTUX sectors, or CPTUX dividends.
CPTUX can be compared against other funds. Use CPTUX overlap to find shared positions, or CPTUX vs another fund for a side-by-side view. CPTUX alternatives are available via the screener, along with tax-loss harvesting opportunities.