GMSDX Mutual Fund

NAV$7.00

Fund Essentials

Net Assets
-
Expense Ratio
1.47%
Dividend Yield (Current)
8.95%
Holdings
72
Inception Date
Aug 28, 2013
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+0.72%
1 Year-9.33%
3 Year-3.79%
5 Year-1.19%
10 Year+0.12%

Asset Allocation

Stocks: 0.51%
Bonds: 32.56%
Cash: 48.85%
Other: 18.08%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
8.95%
Frequency
Annually
Latest Distribution
$0.81
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how GMSDX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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GMSDX Mutual Fund Overview

GMSDX Mutual Fund (Invesco Macro Allocation Strategy Fund Class A) is managed by Invesco (US). GMSDX expense ratio is 1.47%, holding 72 positions across various sectors. Inception date: 2013-08-28.

GMSDX performance shows a YTD return of 0.72%. The 1-year return is -9.33% and the 5-year return is -1.19%. GMSDX dividend yield stands at 8.95%, paid annually.

GMSDX top holdings include a diversified portfolio. View all GMSDX holdings, sector breakdown, or dividend history.

GMSDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GMSDX alternatives are available via the screener, along with tax-loss harvesting opportunities.