- What does OTCNX invest in?
- This fund primarily allocates its investments to the common stock of companies identified as "growth companies." These are businesses whose portfolio managers anticipate will achieve above-average growth rates. Under normal market conditions, the Advisor typically aims to concentrate on companies with market capitalizations comparable to those found within the Russell 1000 Growth Index. While its primary focus is on U.S. companies, the fund maintains the flexibility to purchase securities from issuers located in any country, including both developed economies and emerging markets. It is classified as non-diversified.
- What is the expense ratio of OTCNX?
- An expense ratio for Invesco Discovery Large Cap R (OTCNX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is OTCNX?
- Invesco Discovery Large Cap R (OTCNX) manages $6.52B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is OTCNX actively managed or an index fund?
- OTCNX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios because there's no security selection cost.
- When was OTCNX launched?
- Invesco Discovery Large Cap R (OTCNX) launched in February 2001 and is managed by Invesco.
- How has OTCNX performed?
- OTCNX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
