Invesco Discovery Large Cap R
OTCNX
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- Invesco Discovery Large Cap Fund Class R (OTCNX) is an open-end mutual fund that seeks capital appreciation by primarily investing in common stocks of large-cap U.S. growth companies expected to exhibit above-average growth rates; these include industry leaders and pioneers with high-quality management teams, benchmarked against the Russell 1000 Growth Index. The fund normally maintains a portfolio of around 51 securities, with approximately 94% in domestic common stocks, 5% in international common stocks, and minimal cash holdings; it is non-diversified and categorized in the Large Growth segment, managed by Ronald Zibelli and Asutosh Shah since December 2020. Total net assets stand at roughly $6.4 billion, with the Class R share class sized at about $214 million and a net expense ratio of 1.21%; distributions occur yearly, and it targets investors through U.S. platforms with minimum initial investments of $1,000. On December 20, 2024, the fund underwent a significant name change from Invesco Capital Appreciation Fund to its current designation, reflecting a strategic rebranding amid continued focus on growth equities; Invesco Ltd., the fund's sponsor headquartered in Atlanta, Georgia, and founded in 1935, has pursued broader private markets expansion through recent partnerships, including alliances with LGT Capital Partners in December 2025 for private equity, credit, infrastructure, and secondary stakes aimed at U.S. retail and retirement investors, and with MassMutual's Barings subsidiary in April 2025 for joint private credit solutions backed by $650 million initially. The fund operates exclusively within the United States market for investor accessibility, with no reported subsidiaries or parent relationships beyond Invesco Ltd.'s oversight.