OYRDX Mutual Fund

OYRDX Mutual Fund (Invesco Rising Dividends Fund Class Y) is managed by Invesco (US). OYRDX expense ratio is 0.71%, holding 74 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1996-12-16.

OYRDX performance shows a YTD return of 7.30%. The 1-year return is 15.87% and the 5-year return is 11.28%. OYRDX dividend yield stands at 7.28%, paid quarterly.

OYRDX 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 OYRDX holdings, OYRDX sectors, or OYRDX dividends.

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