OIRDX Mutual Fund

OIRDX Mutual Fund (Invesco Rising Dividends Fund Class R6) is managed by Invesco (US). OIRDX expense ratio is 0.64%, holding 74 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2012-02-28.

OIRDX performance shows a YTD return of 7.33%. The 1-year return is 15.93% and the 5-year return is 11.36%. OIRDX dividend yield stands at 7.37%, paid quarterly.

OIRDX 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 OIRDX holdings, OIRDX sectors, or OIRDX dividends.

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