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Invesco Capital Appreciation R OTCNX

Analyst rating as of
  • NAV / 1-Day Return 43.87  /  1.60 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.210%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 70%

Morningstar’s Analysis OTCNX

Will OTCNX outperform in future?

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

An experienced team needs to prove themselves in a large-growth strategy.

Senior Analyst



Invesco Capital Appreciation’s managers still need to demonstrate that they can stand out from the large-growth pack. The fund earns a Morningstar Analyst Rating of Neutral for all share classes.

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