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) with $2.74B in net assets. OARDX expense ratio is 0.96%, holding 74 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 1980-04-30.
OARDX performance shows a YTD return of 8.37%. The 1-year return is 9.97% and the 5-year return is 10.49%. OARDX dividend yield stands at 0.52%, paid quarterly.
OARDX top holdings include Microsoft Corp (7.7%), NVIDIA Corp (7.0%), Apple Inc (6.6%), Alphabet Inc,class A (6.5%), Broadcom Inc (3.2%). 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.