SPMJX Mutual Fund
SPMJX Mutual Fund
SPMJX Mutual Fund
Invesco SteelPath MLP Alpha Plus Fund Class R
SPMJX Mutual Fund Overview
SPMJX Mutual Fund (Invesco SteelPath MLP Alpha Plus Fund Class R) is managed by Invesco (US) with $7.1M in net assets. SPMJX expense ratio is 3.99%, holding 20 positions across sectors including Energy, Utilities. Inception date: 2019-05-24.
SPMJX performance shows a YTD return of 31.95%. The 1-year return is 31.48% and the 5-year return is 29.37%. SPMJX dividend yield stands at 4.89%, paid monthly.
SPMJX top holdings include Mplx Lp (17.3%), Energy Transfer (16.9%), Western Midstream Partners Lp (14.7%), Enterprise Products Partners Lp (14.0%), Targa Resources Corp Preferred (13.3%). Go to all SPMJX holdings, SPMJX sectors, or SPMJX dividends.
SPMJX can be compared against other funds. Use SPMJX overlap to find shared positions, or SPMJX vs another fund for a side-by-side view. SPMJX alternatives are available via the screener, along with tax-loss harvesting opportunities.