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 25 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 3.78%. OCMIX dividend yield stands at 3.48%, paid annually.

OCMIX 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 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.