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15 important things you should know about Invesco RSDQX mutual fund
- No sales load or distribution fees
- 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 %.
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.
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:
- <strong>RSDQX net assets</strong> are $0.10 million. This fund is not a popular choice with retail investors.
- <strong>RSDQX 3-year return</strong> is 10.06%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.64%.
- <strong>RSDQX 5-year return</strong> is 10.49%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 14.57%.
- <strong>RSDQX 10-year return</strong> is 11.04%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 14.33%.
- <strong>RSDQX expense ratio</strong> is 0.68%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
