Morningstar

Invesco Rising Dividends Fund Class A OARDX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 28.35  /  +0.39 %
  • Total Assets 3.5B
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.51%
  • Turnover 34%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis OARDX

Will OARDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OARDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OARDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OARDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Better resources than before.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Increased conviction in Invesco Rising Dividend’s capable lead manager and his ability to leverage three experienced teams for insights earns a People rating upgrade to Above Average from Average.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OARDX

More OARDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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