GMSJX Mutual Fund

NAV$7.00

Fund Essentials

Net Assets
$120,534.24
Expense Ratio
1.72%
Dividend Yield (Current)
8.62%
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-9.22%
3 Year-3.89%
5 Year-1.36%
10 Year-0.09%

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)
8.62%
Frequency
Annually
Latest Distribution
$0.77
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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GMSJX Mutual Fund Overview

GMSJX Mutual Fund (Invesco Macro Allocation Strategy Fund Class R) is managed by Invesco (US) with $120,534.24 in net assets. GMSJX expense ratio is 1.72%, holding 72 positions across various sectors. Inception date: 2013-08-28.

GMSJX performance shows a YTD return of 0.72%. The 1-year return is -9.22% and the 5-year return is -1.36%. GMSJX dividend yield stands at 8.62%, paid annually.

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

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