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) with $105.1M in net assets. OCRDX expense ratio is 1.71%, holding 74 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 1993-09-01.
OCRDX performance shows a YTD return of 7.71%. The 1-year return is 9.12% and the 5-year return is 9.66%.
OCRDX top holdings include Microsoft Corp (7.7%), NVIDIA Corp (7.0%), Apple Inc (6.6%), Alphabet Inc,class A (6.5%), Broadcom Inc (3.2%). 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.