MSMJX Mutual Fund
MSMJX Mutual Fund
Invesco Main Street Mid Cap Fund Class R5
MSMJX Mutual Fund Overview
MSMJX Mutual Fund (Invesco Main Street Mid Cap Fund Class R5) is managed by Invesco (US). MSMJX expense ratio is 0.75%, holding 96 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2019-05-24.
MSMJX performance shows a YTD return of 10.74%. The 1-year return is 17.30% and the 5-year return is 8.53%. MSMJX dividend yield stands at 8.23%, paid annually.
MSMJX top holdings include Howmet Aerospace Inc. (2.1%), Royal Caribbean Cruises Ltd. (1.8%), Cheniere Energy Inc Common Stock (1.8%), Ppl Corp. (1.7%), Permian Resources Corp (1.7%). View all MSMJX holdings, sector breakdown, or dividend history.
MSMJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSMJX alternatives are available via the screener, along with tax-loss harvesting opportunities.