15 important things you should know about Invesco RSDQX mutual fund

Updated: September 19, 2020

Bull Case

No sales load or distribution fees

Bear Case

Low net assets
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark
High expense ratio

Before we start: if you’re looking for RSDQX “stock” price, you can quickly find it out by visiting Finny and typing "RSDQX quote". If you’re looking for a quick scoop on RSDQX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "RSDQX". You’ll get all this info in one place.

Are you looking to buy or sell RSDQX? Or perhaps you’re looking for RSDQX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this RSDQX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

Fact Sheet: RSDQX performance, returns, expense ratio, holdings and dividend yield;
Analysis: RSDQX buy or sell; the pros and cons of investing in RSDQX mutual fund;
Alternatives: other ETFs and mutual funds you should consider as alternatives to RSDQX.

And here is the list of questions we’ll answer:

Describe AIM Equity Funds (Invesco Equity Funds): Invesco Oppenheimer Rising Dividends Fund; Class R5 Shares (RSDQX).
What are RSDQX holdings?
What is RSDQX performance? What are RSDQX historical returns?
How many up and down years did RSDQX have historically?
What is RSDQX dividend yield?
What is RSDQX minimum initial investment amount?
What is RSDQX expense ratio?
Does RSDQX have any sales loads or 12b-1 distribution expenses?
What is RSDQX tax efficiency (tax-cost ratio)?
What is RSDQX beta? How would you assess RSDQX risk?
What is RSDQX Sharpe ratio?
What is RSDQX Finny Score? RSDQX buy or sell?
What are the pros of investing in RSDQX? What are RSDQX buy reasons?
What are the cons of investing in RSDQX? What are RSDQX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AIM Equity Funds (Invesco Equity Funds): Invesco Oppenheimer Rising Dividends Fund; Class R5 Shares (RSDQX).

2. What are RSDQX top holdings?

RSDQX has 69 stock holdings and 0 bond holdings.

The top 10 holdings represent 33.85% of total assets. Here are the top holdings:

Name	Symbol	% Assets
Microsoft Corp	MSFT	7.58%
Apple Inc	AAPL	6.50%
UnitedHealth Group Inc	UNH	2.84%
JPMorgan Chase & Co	JPM	2.78%
Visa Inc Class A	V	2.64%
The Home Depot Inc	HD	2.45%
Mastercard Inc A	MA	2.37%
Procter & Gamble Co	PG	2.37%
American Tower Corp	AMT	2.21%
Accenture PLC Class A	ACN	2.11%

3. What is RSDQX performance? What are RSDQX historical returns?

RSDQX has generated the following returns:

1-month return is 3.47%;
3-month return is 9.78%;
1-year return is 13.49%;
3-year return is 10.06%;
5-year return is 10.49%;
10-year return is 11.04%.

4. How many up and down years did RSDQX have historically?

In the last 10 years, RSDQX had 8 up years and 2 down years. See Performances

5. What is RSDQX dividend yield?

RSDQX yield is %.

6. What is RSDQX minimum initial investment amount?

RSDQX minimum initial investment amount is N/A.

7. What is RSDQX expense ratio?

RSDQX expense ratio is 0.68%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does RSDQX have any sales loads or 12b-1 distribution expenses?

RSDQX 12b-1 distribution fee is 0. RSDQX front-end sales load is 0. RSDQX back-end sales load is 0.

9. What is RSDQX tax efficiency (tax-cost ratio)?

1-year ax cost ratio is 1.32%;
3-year ax cost ratio is %.

See Taxes

10. What is RSDQX beta? How would you assess RSDQX risk?

3-year beta is 0.96;
5-year beta is 0.97;
10-year beta is 0.99.

See Risks

11. What is RSDQX Sharpe ratio?

3-year Sharpe ratio is 0.40;
5-year Sharpe ratio is 0.44;
10-year Sharpe ratio is 0.78;
15-year Sharpe ratio is 0.52.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 17. Our quantitative analysis shows 1 reason to buy and 5 reasons to sell it, resulting in the Finny Score of 17.

13. What are the pros of investing in RSDQX? What are RSDQX buy reasons?

The following are RSDQX strengths from our perspective:

Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in RSDQX? What are RSDQX negatives?

The following are RSDQX weaknesses from our perspective:

RSDQX net assets are $0.10 million. This fund is not a popular choice with retail investors.
RSDQX 3-year return is 10.06%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.64%.
RSDQX 5-year return is 10.49%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 14.57%.
RSDQX 10-year return is 11.04%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 14.33%.
RSDQX expense ratio is 0.68%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

In the RSDQX review, we covered RSDQX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.