OPTFX : Invesco Oppenheimer Capital Appreciation Fund Class A

OPTFX is a US Stocks Market Large Growth with MODERATE fees.

OPTFX

Invesco Oppenheimer Capital Appreciation Fund Class A

FI Score

52 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

52% FI Score
  • optfx
  • Mutual Fund
  • US Stocks
  • Large Growth

Invesco Oppenheimer Capital Appreciation Fund Class A

Expenses: 1.03% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund mainly invests in common stocks of "growth companies." Growth companies are companies whose earnings and stock prices are expected to increase at a faster rate than the overall market. It primarily invests in securities of U.S. issuers but may also invest in foreign securities. The fund may also invest up to 10% of its net assets in emerging countries, i.e., those that are in the early stages of their industrial cycles.

Largest Holdings

Amount Holding
10.30% Amazon.com Inc
5.58% Alphabet Inc Class C
5.10% Microsoft Corp
4.84% Facebook Inc A
3.24% Mastercard Inc A
3.11% Alibaba Group Holding Ltd ADR
2.87% Lowe's Companies Inc
2.68% Apple Inc
2.61% Salesforce.com Inc
2.54% Activision Blizzard Inc
2.14% Nintendo Co Ltd
1.68% Visa Inc Class A
1.59% Sony Corp
1.45% Motorola Solutions Inc
1.42% Electronic Arts Inc
1.30% Take-Two Interactive Software Inc
1.30% Ares Management Corp Class A
1.29% PayPal Holdings Inc
1.25% Illumina Inc
1.24% UnitedHealth Group Inc
1.22% Apollo Global Management Inc Class A
1.17% Splunk Inc
1.17% Boston Scientific Corp
1.15% Applied Materials Inc
1.15% LHC Group Inc

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