ACEKX Mutual Fund

ACEKX Mutual Fund

NAV$11.72
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.48%
Dividend Yield (Current)
6.62%
Holdings
375
Inception Date
Jun 1, 2010
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+7.42%
1 Year+15.03%
3 Year+12.42%
5 Year+7.87%
10 Year+9.26%

Asset Allocation

Stocks: 61.32%
Bonds: 31.29%
Cash: 6.05%
Other: 1.34%
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Top Holdings

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TickerNameWeight
-Dell International Llc / Emc Corp 8.35 07/15/20462.51%
-Fannie Mae Pool 7 07/01/20322.37%
-Ginnie Mae Ii Pool 7.5 12/20/2030 7.5 2030-12-202.32%
-Ginnie Mae Ii Pool 8 01/20/2031 8 2031-01-202.14%
-Freddie Mac Gold Pool 5.5 02/01/20372.11%
Top 10 Concentration: 20.76%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
6.62%
Frequency
Quarterly
Latest Distribution
$1.47
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ACEKX Mutual Fund Overview

ACEKX Mutual Fund (Invesco Equity and Income Fund Class R5) is managed by Invesco (US). ACEKX expense ratio is 0.48%, holding 375 positions across various sectors. Inception date: 2010-06-01.

ACEKX performance shows a YTD return of 7.42%. The 1-year return is 15.03% and the 5-year return is 7.87%. ACEKX dividend yield stands at 6.62%, paid quarterly.

ACEKX top holdings include Dell International Llc / Emc Corp 8.35 07/15/2046 (2.5%), Fannie Mae Pool 7 07/01/2032 (2.4%), Ginnie Mae Ii Pool 7.5 12/20/2030 7.5 2030-12-20 (2.3%), Ginnie Mae Ii Pool 8 01/20/2031 8 2031-01-20 (2.1%), Freddie Mac Gold Pool 5.5 02/01/2037 (2.1%). Go to all ACEKX holdings, ACEKX sectors, or ACEKX dividends.

ACEKX can be compared against other funds. Use ACEKX overlap to find shared positions, or ACEKX vs another fund for a side-by-side view. ACEKX alternatives are available via the screener, along with tax-loss harvesting opportunities.