OCRDX Mutual Fund

OCRDX Mutual Fund (Invesco Rising Dividends Fund Class C) is managed by Invesco (US). OCRDX expense ratio is 1.71%, holding 75 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1993-09-01.

OCRDX performance shows a YTD return of 7.50%. The 1-year return is 13.28% and the 5-year return is 9.94%. OCRDX dividend yield stands at 9.37%, paid annually.

OCRDX top holdings include Microsoft Corp (7.5%), Nvidia Corp (6.6%), Alphabet Inc,class A (6.3%), Apple, Inc (6.2%), Broadcom Inc (3.9%). 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.