GIZSX Mutual Fund

GIZSX Mutual Fund

NAV$11.10
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Fund Essentials

Net Assets
-
Expense Ratio
1.00%
Dividend Yield (Current)
2.30%
Holdings
52
Inception Date
May 2, 2014
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+3.51%
1 Year+14.77%
3 Year+2.82%
5 Year+4.67%
10 Year+4.66%

Asset Allocation

Stocks: 83.79%
Cash: 1.74%
Other: 14.46%
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Dividend Summary

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Dividend Yield (Current)
2.30%
Frequency
Quarterly
Latest Distribution
$0.09
-

Peer Comparison

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

GIZSX Mutual Fund Overview

GIZSX Mutual Fund (Invesco Global Infrastructure Fund Class R6) is managed by Invesco (US). GIZSX expense ratio is 1.00%, holding 52 positions across various sectors. Inception date: 2014-05-02.

GIZSX performance shows a YTD return of 3.51%. The 1-year return is 14.77% and the 5-year return is 4.67%. GIZSX dividend yield stands at 2.30%, paid quarterly.

GIZSX top holdings include a diversified portfolio. Go to all GIZSX holdings, GIZSX sectors, or GIZSX dividends.

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