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Invesco Capital Appreciation C OTFCX

Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 36.20  /  0.69 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 83%

Morningstar’s Analysis OTFCX

Will OTFCX outperform in future?

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

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

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Invesco Capital Appreciation hasn’t yet distinguished itself under its current managers. It maintains pillar ratings of Average for both People and Process.

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Portfolio Holdings OTFCX

  • Current Portfolio Date
  • Equity Holdings 60
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 46.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.97
462,576,957
Technology
6.33
293,788,297
Consumer Cyclical
5.99
278,151,703
Technology
5.96
276,445,933
Technology
4.72
219,003,388
Communication Services
4.05
187,860,022
Communication Services
2.76
127,955,516
Financial Services
2.59
120,340,223
Financial Services
2.06
95,418,166
Technology
2.03
94,359,009
Healthcare