ESMSX Mutual Fund

ESMSX Mutual Fund

NAV$13.95
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
1.00%
Dividend Yield (Current)
31.29%
Holdings
117
Inception Date
Apr 4, 2017
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+12.27%
1 Year+12.18%
3 Year+14.06%
5 Year+7.35%
10 Year+9.48%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-Ttx Co 5.05 11/15/20342.54%
-Hsbc Holdings Plc 7.399 11/13/20342.36%
-Colombia Government International Bond 8 04/20/20331.56%
-Snam Spa 6.5 05/28/20551.48%
-Goldman Sachs Group Inc/The 5.218 04/23/20311.46%
Top 10 Concentration: 16.33%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
31.29%
Frequency
Annually
Latest Distribution
$0.70
-

Peer Comparison

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

ESMSX Mutual Fund Overview

ESMSX Mutual Fund (Invesco Global Small Cap Equity Fund Class R6) is managed by Invesco (US). ESMSX expense ratio is 1.00%, holding 117 positions across various sectors. Inception date: 2017-04-04.

ESMSX performance shows a YTD return of 12.27%. The 1-year return is 12.18% and the 5-year return is 7.35%. ESMSX dividend yield stands at 31.29%, paid annually.

ESMSX top holdings include Ttx Co 5.05 11/15/2034 (2.5%), Hsbc Holdings Plc 7.399 11/13/2034 (2.4%), Colombia Government International Bond 8 04/20/2033 (1.6%), Snam Spa 6.5 05/28/2055 (1.5%), Goldman Sachs Group Inc/The 5.218 04/23/2031 (1.5%). Go to all ESMSX holdings, ESMSX sectors, or ESMSX dividends.

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