OCMIX Mutual Fund

OCMIX Mutual Fund (Invesco Select Risk Moderate Investor Fund Class C) is managed by Invesco (US) with $359.0M in net assets. OCMIX expense ratio is 1.59%, holding 26 positions across sectors including Financials. Inception date: 2005-04-05.

OCMIX performance shows a YTD return of 7.47%. The 1-year return is 14.72% and the 5-year return is 3.21%. OCMIX dividend yield stands at 3.54%, paid annually.

OCMIX top holdings include Invesco Oppenheimer Total Return Bond Fund, Class R6 (15.3%), Invesco Russell 1000 Dynamic Multifactor Etf (10.9%), Invesco NASDAQ 100 ETF (9.6%), Invesco S&P 500 Revenue Etf (8.6%), Invesco Core Plus Bond Fund, Class R6 (8.1%). Go to all OCMIX holdings, OCMIX sectors, or OCMIX dividends.

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