CNSCX Mutual Fund

CNSCX Mutual Fund

NAV$28.35
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Fund Essentials - as of Dec 31, 2025

Net Assets
-
Expense Ratio
1.70%
Dividend Yield (Current)
9.38%
Holdings
133
Inception Date
Jul 28, 1997
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+13.92%
1 Year+19.92%
3 Year+13.32%
5 Year+5.33%
10 Year+9.50%

Asset Allocation

Stocks: 17.74%
Bonds: 79.14%
Cash: 2.46%
Other: 0.65%
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Top Holdings

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TickerNameWeight
BAC.PLBank Of America Corp Preferred Stock 7.253.35%
BA 6 10/15/27Boeing Co 6 10/15/20272.84%
-Lumentum Holdings Inc 144A 0.38% Mar 15, 20322.37%
WELL 3.125 07/15/29Welltower Op Llc Conv. Note 3.13 2029-07-152.13%
NET 0 06/15/30Cloudflare Inc Sr Unsecured 144A 06/30 0.00001.86%
Top 10 Concentration: 20.42%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
9.38%
Frequency
Quarterly
Latest Distribution
$7.06
-

Peer Comparison

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

CNSCX Mutual Fund Overview

CNSCX Mutual Fund (Invesco Convertible Securities Fund Class C) is managed by Invesco (US). CNSCX expense ratio is 1.70%, holding 133 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1997-07-28.

CNSCX performance shows a YTD return of 13.92%. The 1-year return is 19.92% and the 5-year return is 5.33%. CNSCX dividend yield stands at 9.38%, paid quarterly.

CNSCX top holdings include Bank Of America Corp Preferred Stock 7.25 (3.4%), Boeing Co 6 10/15/2027 (2.8%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (2.4%), Welltower Op Llc Conv. Note 3.13 2029-07-15 (2.1%), Cloudflare Inc Sr Unsecured 144A 06/30 0.0000 (1.9%). Go to all CNSCX holdings, CNSCX sectors, or CNSCX dividends.

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