About OCRDX
The Invesco Rising Dividends Fund Class C is a mutual fund focused on pursuing total return through investments in large-cap U.S. equities known for their history or potential for dividend growth. Primarily, the fund allocates its assets to common stocks of companies that consistently pay dividends or are anticipated to initiate dividend payments in the future. Its strategy places emphasis on identifying firms with robust balance sheets and a demonstrated ability to increase dividends over time, reflecting confidence in their long-term business prospects and financial health.
The fund’s portfolio features a diversified mix of well-established industry leaders from sectors such as information technology, consumer staples, health care, and financials. Notable holdings include companies like Microsoft, NVIDIA, Apple, Walmart, and JPMorgan Chase, each representing a significant weight within the fund. While the fund aims for a balance of income and capital appreciation, it may underweight high-growth, non-dividend payers in favor of stable, dividend-focused businesses.
Within the broader financial market, the Invesco Rising Dividends Fund Class C serves investors seeking a blend of dependable income streams and long-term growth by capitalizing on the resilience and performance potential of dividend-growing equities.
Fund Family Invesco
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol OCRDX
Index S&P 500 TR
OCRDX had a total return of 2.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.58%.
