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Invesco Rising Dividends Fund Class R6: (MF: OIRDX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:32 PM ET

$27.05 USD

+0.01 (0.04%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.88 74
3 months 1.49 76
6 months 7.27 67
1 Year 16.55 49
3 Year 18.56 27
5 Year 13.70 18
10 Year 13.21 32

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.76
5 Year 13.14
10 Year 12.23
Since Inception 10.97

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.88 9.55 6.94 2.45
2024 10.17 2.15 5.79 0.66
2023 4.70 7.80 -4.69 9.67
2022 -3.32 -14.38 -5.17 11.59
2021 4.23 8.42 -0.17 12.64

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.8817.7619.8517.99-12.4027.0813.7930.05-6.0817.214.96
% Total Return Rel to Index -0.20-0.45-5.16-8.255.80-1.59-4.60-1.44-1.69-4.58-6.97
% Total Return Rel to Peer -1.662.704.012.71-1.612.745.594.401.47-0.19-6.36
% Perf Quintile vs Peer* 5.002.000.002.004.002.002.002.003.003.005.00
% Dividends 0.000.270.320.300.300.230.280.270.310.370.28
% Yield 0.000.871.091.001.230.761.121.151.611.661.37
Capital Gains ($) 0.001.972.891.541.063.090.380.651.281.590.90
Expense Ratio 0.000.640.650.650.630.650.640.640.650.640.63

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