GMSEX Mutual Fund

GMSEX Mutual Fund

NAV$6.92
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Fund Essentials

Net Assets
-
Expense Ratio
2.22%
Dividend Yield (Current)
8.03%
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+0.58%
1 Year-9.34%
3 Year-4.26%
5 Year-1.78%
10 Year-0.55%

Asset Allocation

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

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Dividend Yield (Current)
8.03%
Frequency
Annually
Latest Distribution
$0.67
-

Peer Comparison

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

GMSEX Mutual Fund Overview

GMSEX Mutual Fund (Invesco Macro Allocation Strategy Fund Class C) is managed by Invesco (US). GMSEX expense ratio is 2.22%, holding 72 positions across various sectors. Inception date: 2013-08-28.

GMSEX performance shows a YTD return of 0.58%. The 1-year return is -9.34% and the 5-year return is -1.78%. GMSEX dividend yield stands at 8.03%, paid annually.

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

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