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Invesco Capital Appreciation Fund Class R6: (MF: OPTIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:31 PM ET

$97.10 USD

0.00 (NA)

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

Zacks Premium Research for OPTIX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Invesco Capital Appreciation R6 OPTIX NA NA 0.00 0.00 0.57 0.63

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Oppenheimer Capital Appr A OPTFX 82.78 1/22/1981 0.00 12.66 24.68 10.50
Oppenheimer Capital Appr C OTFCX 36.38 12/1/1993 0.00 11.80 23.71 9.65
Oppenheimer Capital Appr Y OTCYX 98.95 11/3/1997 0.00 12.92 24.96 10.75
Oppenheimer Capital Appr N OTCNX 70.76 3/1/2001 0.00 12.34 24.33 10.20
Oppenheimer Capital Appr I OPTIX 97.10 12/30/2011 0.00 12.98 25.04 10.84

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Invesco Capital Appreciation R6 OPTIX 1000000 0 1000000 A

Contact Information

Family Invesco
Address P. O. Box 219078
Kansas City, MO 64121
Phone 800 959-4246