Mutual Funds - Profile

Invesco Rising Dividends Fund

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Rank

Universe Rank

Summary

The fund seeks total return by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that pay dividends or are estimated to begin paying dividends in the future.

The team favors companies that are estimated to grow their dividends over time.

The research process is driven by fundamental analysis of one stock at a time. In selecting securities for More

Price

  • Last Close
  • $24.76
    -0.16
  • 52 Week HL
  • $25.49 - $19.73
  • Net Assets
  • $2980 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Documents

  • Prospectus
  • Annual Reports
  • Website

Performance
-3 % YTD

  • 3 Year
  • 0%
  • 5 Year
  • 0%
  • Best
  • -3.02%
    2022
  • Worst
  • -3.02%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
ONRDX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -1%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.7% - - - - - - - - - -
Q2 - -100% - - - - - - - - -
Q3 - -3.6% - - - - - - - - -
Q4 - 0.2% - - - - - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -3.2% - - - - - - - - - - -
2021 - - - - - - - -42.1% 66.5% 6.8% 1.2% -7.3%

Annual
Return

Index Comparison

Alpha

NAV