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Invesco Rising Dividends Fund Class Y: (MF: OYRDX)

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

$27.16 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 1.83 75
3 months 1.46 76
6 months 7.25 68
1 Year 16.44 51
3 Year 18.48 27
5 Year 13.60 19
10 Year 13.08 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 122.86
Bear Market (10/07 - 2/09) -43.12
Bull Market (2/09 - 3/21) 645.32

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.73
5 Year 13.05
10 Year 12.09
Since Inception 8.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.86 9.53 6.89 2.46
2024 10.16 2.12 5.78 0.60
2023 4.71 7.75 -4.72 9.67
2022 -3.32 -14.38 -5.22 11.58
2021 4.19 8.41 -0.19 12.62

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.8317.7319.7317.90-12.4826.9713.5929.90-6.2817.014.79
% Total Return Rel to Index -0.21-0.48-5.28-8.345.72-1.70-4.80-1.58-1.88-4.77-7.14
% Total Return Rel to Peer -1.672.683.892.61-1.692.635.384.261.28-0.39-6.52
% Perf Quintile vs Peer* 5.002.000.002.004.002.002.002.003.003.005.00
% Dividends 0.000.250.300.280.280.210.250.240.280.330.23
% Yield 0.000.801.010.921.140.671.001.021.421.481.12
Capital Gains ($) 0.001.972.891.541.063.090.380.651.281.590.90
Expense Ratio 0.000.710.730.740.710.750.790.800.810.820.82

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