About OTFCX
The Invesco Discovery Large Cap Fund Class C is a mutual fund focused on achieving capital appreciation through investments in large-cap U.S. growth companies. The fund primarily targets equities of leading firms renowned for their potential for above-average revenue and earnings growth. Its portfolio is concentrated in major technology and consumer companies, with notable holdings including Nvidia, Amazon, Microsoft, Meta Platforms, Apple, and Alphabet, reflecting a strong emphasis on sectors such as semiconductors, software, interactive media, and broadline retail. Roughly half of the fund’s assets are allocated among its top ten holdings, illustrating a non-diversified approach that allows for significant exposure to select issuers.
Actively managed, this fund leverages in-depth market analysis to select companies demonstrating innovative business models or sustainable competitive advantages. Its large-cap growth orientation positions it within the Morningstar large-growth category, catering to investors seeking exposure to key drivers of U.S. economic expansion and technological leadership. The fund’s performance reflects the movements of high-growth sectors, making it a significant vehicle for tracking trends among industry leaders in the American equity market.
Fund Family Invesco
Category Multi-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol OTFCX
Index S&P 500 TR
OTFCX had a total return of 4.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.54%.
