Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Invesco Discovery Large Cap R (OTCNX)

57.57
-3.87
(-6.30%)
At close: 8:03:57 PM EDT
Loading Chart for OTCNX
  • Previous Close 61.44
  • YTD Return -12.30%
  • Expense Ratio 1.21%
  • Category Large Growth
  • Last Cap Gain 51.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.03B
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 55.00%
  • Last Dividend 0.17
  • Inception Date May 24, 2019

The fund mainly invests in common stocks of "growth companies." Growth companies are companies that the portfolio managers expect to have above-average growth rates. The Advisor intends, under normal circumstances, to focus primarily on companies that are similar in size to companies in the Russell 1000 Growth Index. The fund invests primarily in U.S. companies but may also purchase securities of issuers in any country, including developed countries and emerging markets. It is non-diversified.

Invesco

Fund Family

Large Growth

Fund Category

5.03B

Net Assets

2019-05-24

Inception Date

Performance Overview: OTCNX

View More

Trailing returns as of 4/3/2025. Category is Large Growth.

YTD Return

OTCNX
12.30%
Category
12.38%
 

1-Year Return

OTCNX
1.53%
Category
41.70%
 

3-Year Return

OTCNX
6.49%
Category
22.56%
 

5-Year Return

OTCNX
16.57%
Category
21.98%
 

People Also Watch

Holdings: OTCNX

View More

Sector Weightings

SectorOTCNX
Technology   40.87%
Industrials   5.88%
Healthcare   5.49%
Real Estate   2.00%
Energy   1.18%
Utilities   1.03%

Recent News: OTCNX

View More

Research Reports: OTCNX

View More

Top Mutual Funds