ACETX Mutual Fund

ACETX Mutual Fund

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

Net Assets
-
Expense Ratio
0.51%
Dividend Yield (Current)
6.59%
Holdings
375
Inception Date
Dec 22, 2004
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+7.40%
1 Year+15.01%
3 Year+12.38%
5 Year+7.83%
10 Year+9.22%

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)
6.59%
Frequency
Quarterly
Latest Distribution
$1.47
-

Peer Comparison

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

ACETX Mutual Fund Overview

ACETX Mutual Fund (Invesco Equity and Income Fund Class Y) is managed by Invesco (US). ACETX expense ratio is 0.51%, holding 375 positions across various sectors. Inception date: 2004-12-22.

ACETX performance shows a YTD return of 7.40%. The 1-year return is 15.01% and the 5-year return is 7.83%. ACETX dividend yield stands at 6.59%, paid quarterly.

ACETX 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 ACETX holdings, ACETX sectors, or ACETX dividends.

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