OCRDX : Invesco Oppenheimer Rising Dividends Fund Class C

OCRDX is a US Stocks Market Large Blend with HIGH fees.

OCRDX

Invesco Oppenheimer Rising Dividends Fund Class C

FI Score

42 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

10 /10

Market Size

7 /10

42% FI Score
  • ocrdx
  • Mutual Fund
  • US Stocks
  • Large Blend

Invesco Oppenheimer Rising Dividends Fund Class C

Expenses: 1.80% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks total return. The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It normally will invest at least 80% of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future, and in derivatives and other instruments that have economic characteristics similar to such securities.

Largest Holdings

Amount Holding
7.58% Microsoft Corp
6.50% Apple Inc
2.84% UnitedHealth Group Inc
2.78% JPMorgan Chase & Co
2.64% Visa Inc Class A
2.45% The Home Depot Inc
2.37% Procter & Gamble Co
2.37% Mastercard Inc A
2.21% American Tower Corp
2.11% Accenture PLC Class A
2.07% Prologis Inc
2.07% S&P Global Inc
1.99% Marsh & McLennan Companies Inc
1.92% Lockheed Martin Corp
1.84% McDonald's Corp
1.82% Thermo Fisher Scientific Inc
1.59% Chevron Corp
1.57% Union Pacific Corp
1.56% Zoetis Inc Class A
1.56% Duke Energy Corp
1.55% Air Products & Chemicals Inc
1.49% Lonza Group Ltd
1.47% Ross Stores Inc
1.47% CME Group Inc Class A
1.46% Intercontinental Exchange Inc

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