OTFCX Mutual Fund
OTFCX Mutual Fund
Invesco Discovery Large Cap Fund Class C
OTFCX Mutual Fund Overview
OTFCX Mutual Fund (Invesco Discovery Large Cap Fund Class C) is managed by Invesco (US) with $379.5M in net assets. OTFCX expense ratio is 1.70%, holding 56 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1993-12-01.
OTFCX performance shows a YTD return of 10.97%. The 1-year return is 18.46% and the 5-year return is 10.08%. OTFCX dividend yield stands at 22.28%, paid annually.
OTFCX top holdings include Nvidia Corp (11.1%), Alphabet Inc series C (8.0%), Amazon.Com Inc (6.5%), Apple Inc (5.7%), Broadcom Inc (4.9%). View all OTFCX holdings, sector breakdown, or dividend history.
OTFCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OTFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.