Nasdaq - Delayed Quote USD

Invesco Discovery Large Cap Y (OTCYX)

82.71
-5.49
(-6.22%)
As of 8:08:55 AM EDT. Market Open.
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  • Previous Close 88.20
  • YTD Return -2.01%
  • Expense Ratio 0.71%
  • Category Large Growth
  • Last Cap Gain 51.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.65B
  • Beta (5Y Monthly) 1.05
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 55.00%
  • Last Dividend 0.02
  • Inception Date Jan 22, 1981

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

5.65B

Net Assets

1981-01-22

Inception Date

Performance Overview: OTCYX

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Trailing returns as of 4/2/2025. Category is Large Growth.

YTD Return

OTCYX
2.01%
Category
12.38%
 

1-Year Return

OTCYX
15.97%
Category
41.70%
 

3-Year Return

OTCYX
12.24%
Category
22.56%
 

5-Year Return

OTCYX
17.07%
Category
21.98%
 

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Holdings: OTCYX

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Sector Weightings

SectorOTCYX
Technology   41.72%
Industrials   7.65%
Healthcare   4.94%
Real Estate   1.60%
Energy   1.20%
Utilities   1.06%

Recent News: OTCYX

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Research Reports: OTCYX

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