OARDX Mutual Fund
OARDX Mutual Fund
OARDX Mutual Fund
Invesco Rising Dividends Fund Class A
OARDX Mutual Fund Overview
OARDX Mutual Fund (Invesco Rising Dividends Fund Class A) is managed by Invesco (US). OARDX expense ratio is 0.96%, holding 75 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1980-04-30.
OARDX performance shows a YTD return of 7.97%. The 1-year return is 14.12% and the 5-year return is 9.33%. OARDX dividend yield stands at 7.39%, paid quarterly.
OARDX top holdings include Microsoft Corp (7.5%), Nvidia Corp (6.6%), Alphabet Inc,class A (6.3%), Apple, Inc (6.2%), Broadcom Inc (3.9%). Go to all OARDX holdings, OARDX sectors, or OARDX dividends.
OARDX can be compared against other funds. Use OARDX overlap to find shared positions, or OARDX vs another fund for a side-by-side view. OARDX alternatives are available via the screener, along with tax-loss harvesting opportunities.