OCRDX Mutual Fund
OCRDX Mutual Fund
OCRDX Mutual Fund
Invesco Rising Dividends Fund Class C
OCRDX Mutual Fund Overview
OCRDX Mutual Fund (Invesco Rising Dividends Fund Class C) is managed by Invesco (US). OCRDX expense ratio is 1.71%, holding 74 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1993-09-01.
OCRDX performance shows a YTD return of 6.74%. The 1-year return is 14.72% and the 5-year return is 11.12%. OCRDX dividend yield stands at 9.44%, paid annually.
OCRDX top holdings include Alphabet Inc Common Stock USD 0.001 (7.7%), Microsoft Corp (6.1%), Nvidia Corp. (6.1%), Apple, Inc (5.4%), Broadcom Inc (4.4%). Go to all OCRDX holdings, OCRDX sectors, or OCRDX dividends.
OCRDX can be compared against other funds. Use OCRDX overlap to find shared positions, or OCRDX vs another fund for a side-by-side view. OCRDX alternatives are available via the screener, along with tax-loss harvesting opportunities.