OAMIX Mutual Fund

OAMIX Mutual Fund (Invesco Select Risk Moderate Investor Fund Class A) is managed by Invesco (US) with $1.05B in net assets. OAMIX expense ratio is 0.83%, holding 25 positions across sectors including Financials. Inception date: 2005-04-05.

OAMIX performance shows a YTD return of 8.01%. The 1-year return is 15.56% and the 5-year return is 4.57%. OAMIX dividend yield stands at 4.14%, paid annually.

OAMIX top holdings include Invesco S&P 500 Revenue Etf (11.9%), Invesco Russell 1000 Dynamic-Multifactor Index Etf, Cad Units (United States - Equity Etfs) (9.0%), Invesco Oppenheimer Total Return Bond Fund, Class R6 (8.5%), Invesco Oppenheimer Global Fund, Class R6 (8.3%), Invesco NASDAQ 100 ETF (6.8%). Go to all OAMIX holdings, OAMIX sectors, or OAMIX dividends.

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