OARDX – Invesco Rising Dividends A Investment Strategy | Morningstar

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Strategy

The investment seeks total return. The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It normally will invest at least 80% of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future, and in derivatives and other instruments that have economic characteristics similar to such securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OYRDX	Invesco Rising Dividends Fund Class Y	Institutional	Open			Dec 16, 1996	$372.41M	0.710%	Average	$1,000	−$21.72M
OARDX	Invesco Rising Dividends Fund Class A	Front Load	Open			Apr 30, 1980	$2.75B	0.960%	Average	$1,000	−$219.89M
OCRDX	Invesco Rising Dividends Fund Class C	Level Load	Open			Sep 1, 1993	$106.34M	1.710%	Average	$1,000	−$22.63M
OIRDX	Invesco Rising Dividends Fund Class R6	Retirement, Large	Open			Feb 28, 2012	$67.48M	0.640%	Above Average	$1M	−$944,517.05
RSDQX	Invesco Rising Dividends Fund Class R5	Retirement, Large	Limited			May 24, 2019	$15,372.00	0.640%	Above Average	$1M	−$869.57
ONRDX	Invesco Rising Dividends Fund Class R	Retirement, Medium	Open			Mar 1, 2001	$137.16M	1.210%	Above Average	$1,000	−$7.04M

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