Invesco Rising Dividends is in new hands. The fund earns a Morningstar Analyst Rating of Neutral for all share classes.
- NAV / 1-Day Return 22.55 / 1.49 %
- Total Assets 2.8 Bil
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Adj. Expense Ratio
- Expense Ratio 0.960%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.97%
- Turnover 38%
Morningstar’s Analysis OARDX
Will OARDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 69
- Bond Holdings 0
- Other Holdings 8
- % Assets in Top 10 Holdings 30.4