OTCNX Mutual Fund
OTCNX Mutual Fund
OTCNX Mutual Fund
Invesco Discovery Large Cap Fund Class R
OTCNX Mutual Fund Overview
OTCNX Mutual Fund (Invesco Discovery Large Cap Fund Class R) is managed by Invesco (US) with $114.3M in net assets. OTCNX expense ratio is 1.20%, holding 60 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2001-03-01.
OTCNX performance shows a YTD return of 5.38%. The 1-year return is 9.24% and the 5-year return is 8.34%. OTCNX dividend yield stands at 12.07%, paid annually.
OTCNX top holdings include Nvidia Corp (11.8%), Amazon.Com Inc (6.5%), Alphabet Inc. C (6.3%), Microsoft Corp (5.8%), Apple, Inc (4.1%). Go to all OTCNX holdings, OTCNX sectors, or OTCNX dividends.
OTCNX can be compared against other funds. Use OTCNX overlap to find shared positions, or OTCNX vs another fund for a side-by-side view. OTCNX alternatives are available via the screener, along with tax-loss harvesting opportunities.