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Invesco Oppenheimer Capital Apprec R6 OPTIX

Analyst rating as of
NAV / 1-Day Return
75.88  /  0.69 %
Total Assets
4.8 Bil
Adj. Expense Ratio
0.620%
Expense Ratio
0.620%
Fee Level
Below Average
Longest Manager Tenure
1.13 years
Category
US Fund Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
64%
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Morningstar’s Analysis

Will OPTIX outperform in future?

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

This fund is in new hands.

Summary

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Invesco Oppenheimer Capital Appreciation's new management team has not proved itself in similar pursuits. The fund receives a Morningstar Analyst Rating of Neutral.

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