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Invesco Select Risk: Moderate Investor Fund Class C: (MF: OCMIX)

(NASDAQ Mutual Funds) As of Apr 1, 2026 05:28 PM ET

$11.75 USD

+0.07 (0.60%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.18 39
3 months 4.45 48
6 months 8.56 49
1 Year 14.87 59
3 Year 10.81 71
5 Year 4.22 86
10 Year 6.58 72

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -48.83
Bull Market (2/09 - 3/21) 248.28

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.27
5 Year 3.71
10 Year 5.67
Since Inception 3.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.10 7.29 3.74 2.10
2024 4.63 -1.01 5.13 -1.31
2023 4.39 2.36 -3.91 8.46
2022 -8.27 -11.41 -5.50 6.30
2021 2.40 4.52 -0.80 2.96

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.1812.397.4611.37-18.389.3210.7319.07-7.6214.273.91
% Total Return Rel to Index 0.77-5.82-17.56-14.87-0.18-19.36-7.66-12.41-3.23-7.52-8.02
% Total Return Rel to Peer -0.02-2.11-2.45-1.78-5.42-2.180.041.87-1.120.81-2.35
% Perf Quintile vs Peer* 3.004.000.004.005.004.004.003.004.003.005.00
% Dividends 0.000.230.300.040.070.160.090.250.110.130.09
% Yield 0.001.892.632.130.741.230.671.900.961.070.83
Capital Gains ($) 0.000.210.000.000.260.731.130.940.130.000.00
Expense Ratio 0.001.111.121.131.131.111.081.791.161.191.18

* 1 = Top 20%, 5 = Bottom 20%