OIRDX Mutual Fund
OIRDX Mutual Fund
Invesco Rising Dividends Fund Class R6
OIRDX Mutual Fund Overview
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 5.70%. The 1-year return is 16.36% and the 5-year return is 10.36%. OIRDX dividend yield stands at 7.49%, paid quarterly.
OIRDX top holdings include 'alphabet Inc., Class 'a'' (7.7%), Microsoft Corp 4.100 Feb 06 37 (6.1%), Nvidia Corp (6.1%), Apple Inc (5.4%), Broadcom Inc (4.4%). View all OIRDX holdings, sector breakdown, or dividend history.
OIRDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OIRDX alternatives are available via the screener, along with tax-loss harvesting opportunities.