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Invesco Capital Appreciation Fund Class A (OPTFX)

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85.07 +1.08    +1.29%
20/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 5.33B
Type:  Fund
Market:  United States
Issuer:  OppenheimerFunds
Asset Class:  Equity
Oppenheimer Capital Appreciation A 85.07 +1.08 +1.29%

OPTFX Overview

 
Find basic information about the Invesco Capital Appreciation Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OPTFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change32.9%
Prev. Close83.99
Risk Rating
TTM Yield0%
ROE38.35%
IssuerOppenheimerFunds
Turnover55%
ROA20.65%
Inception Date29608
Total Assets5.33B
Expenses0.94%
Min. Investment1,000
Market Cap495.91B
CategoryLarge Growth
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Invesco Capital Appreciation Fund Class A Analysis


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1350 1092 1404 1262 2172 3421
Fund Return 35.02% 9.19% 40.42% 8.08% 16.78% 13.09%
Place in category 226 395 253 503 412 561
% in Category 22 35 25 55 46 73

Top Equity Funds by Invesco

  Name Rating Total Assets YTD% 3Y% 10Y%
  Oppenheimer Main Street A 9.49B 27.26 9.14 11.42
  Oppenheimer Developing Markets Y 8.71B -0.26 -6.47 1.47
  Oppenheimer Developing Markets I 6.04B -0.13 -6.33 1.63
  Oppenheimer Global A 6.1B 15.64 2.34 9.27
  Oppenheimer Discovery Mid Cap Growt 3.94B 34.08 1.87 12.06

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 152.69B 30.62 7.78 13.76
  Fidelity Contrafund 128.94B 37.26 11.61 15.33
  Fidelity Contrafund K 128.94B 37.40 11.71 15.44
  Vanguard Growth Index Adm 89.13B 32.05 9.66 15.58
  JPMorgan Large Cap Growth R6 67.8B 34.70 11.07 17.87

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 11.21 137.82 +2.32%
  Apple US0378331005 8.84 255.03 +0.21%
  Microsoft US5949181045 8.17 434.08 -0.58%
  Amazon.com US0231351067 6.59 225.97 +0.47%
  Meta Platforms US30303M1027 5.16 596.10 +1.85%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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