OCAIX Mutual Fund

OCAIX Mutual Fund (Invesco Select Risk High Growth Investor Fund Class C) is managed by Invesco (US) with $173.4M in net assets. OCAIX expense ratio is 1.60%, holding 24 positions across sectors including Financials. Inception date: 2005-04-05.

OCAIX performance shows a YTD return of 10.32%. The 1-year return is 19.31% and the 5-year return is 5.64%. OCAIX dividend yield stands at 4.32%, paid annually.

OCAIX top holdings include Invesco S&P 500 Revenue Etf (16.9%), Invesco Russell 1000 Dynamic Multifactor Etf (13.4%), Invesco Global Fund (12.9%), Invesco NASDAQ 100 ETF (10.0%), Invesco International Developed Dynamic Multifactor Index Etf (7.8%). Go to all OCAIX holdings, OCAIX sectors, or OCAIX dividends.

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