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

(NASDAQ Mutual Funds) As of Oct 16, 2025 05:37 PM ET

$11.92 USD

+0.02 (0.17%)

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 Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 10.07 69
3 months 3.74 76
6 months 11.30 55
1 Year 8.63 64
3 Year 11.88 67
5 Year 5.66 75
10 Year 5.70 74

* 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) 233.68

Load Adjusted Returns as of Sep 30, 2025

1 Year 7.54
5 Year 5.65
10 Year 5.70
Since Inception 3.84

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.10 7.29 3.74 NA
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
2020 -18.08 15.17 4.76 12.03

Annual Return

20252024202320222021202020192018201720162015
% Total Return 10.077.4611.37-18.389.3210.7319.07-7.6214.273.91-2.07
% Total Return Rel to Index -4.75-17.56-14.87-0.18-19.36-7.66-12.41-3.23-7.52-8.02-3.46
% Total Return Rel to Peer -1.79-2.45-1.78-5.42-2.180.041.87-1.120.81-2.350.28
% Perf Quintile vs Peer* 0.000.004.005.004.004.003.004.003.005.004.00
% Dividends 0.000.300.040.070.160.090.250.110.130.090.00
% Yield 0.002.632.750.741.230.671.900.961.070.830.01
Capital Gains ($) 0.000.000.000.260.731.130.940.130.000.000.00
Expense Ratio 1.121.121.131.131.111.081.791.161.191.181.18

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