AWSIX Mutual Fund

AWSIX Mutual Fund

NAV$18.32
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.96%
Dividend Yield (Current)
8.07%
Holdings
65
Inception Date
Oct 25, 2005
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+10.37%
1 Year+17.55%
3 Year+16.43%
5 Year+7.53%
10 Year+9.54%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-Genesis Energy Lp / Genesis Energy Finance Corp 8.875 04/15/20304.97%
-Uber Technologies Inc 4.15 01/15/20313.66%
-Romanian Government International Bond 5.75 07/04/20363.48%
-Banco De Bogota Sa 4.375 08/03/20273.20%
-Goldman Sachs Group Inc/The 4.369 10/21/20313.12%
Top 10 Concentration: 31.87%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
8.07%
Frequency
Annually
Latest Distribution
$0.90
-

Peer Comparison

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

AWSIX Mutual Fund Overview

AWSIX Mutual Fund (Invesco Global Core Equity Fund Class R5) is managed by Invesco (US). AWSIX expense ratio is 0.96%, holding 65 positions across various sectors. Inception date: 2005-10-25.

AWSIX performance shows a YTD return of 10.37%. The 1-year return is 17.55% and the 5-year return is 7.53%. AWSIX dividend yield stands at 8.07%, paid annually.

AWSIX top holdings include Genesis Energy Lp / Genesis Energy Finance Corp 8.875 04/15/2030 (5.0%), Uber Technologies Inc 4.15 01/15/2031 (3.7%), Romanian Government International Bond 5.75 07/04/2036 (3.5%), Banco De Bogota Sa 4.375 08/03/2027 (3.2%), Goldman Sachs Group Inc/The 4.369 10/21/2031 (3.1%). Go to all AWSIX holdings, AWSIX sectors, or AWSIX dividends.

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