ICIFX Mutual Fund

ICIFX Mutual Fund

NAV$10.03
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Fund Essentials - as of Mar 31, 2026

Net Assets
$1.9B
Expense Ratio
0.27%
Dividend Yield (Current)
4.02%
Holdings
259
Inception Date
Jul 1, 2014
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+2.06%
1 Year+4.14%
3 Year+5.14%
5 Year+3.65%
10 Year+2.66%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-Us 2Yr Note (Cbt)1.09%
-Citigroup Global Markets Inc 4.34 6/5/20261.09%
-Ford Motor Credit Company Llc Sr Unsec 5.73592% 04-09-311.09%
-Ginnie Mae Ii Pool 4.5 05/20/20481.09%
-United States Treasury Note/Bond 3.38 2/29/20281.08%
Top 10 Concentration: 9.63%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.02%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

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

ICIFX Mutual Fund Overview

ICIFX Mutual Fund (Invesco Conservative Income Fund Instl CL) is managed by Invesco (US) with $1.91B in net assets. ICIFX expense ratio is 0.27%, holding 259 positions across various sectors. Inception date: 2014-07-01.

ICIFX performance shows a YTD return of 2.06%. The 1-year return is 4.14% and the 5-year return is 3.65%. ICIFX dividend yield stands at 4.02%, paid monthly.

ICIFX top holdings include Us 2Yr Note (Cbt) (1.1%), Citigroup Global Markets Inc 4.34 6/5/2026 (1.1%), Ford Motor Credit Company Llc Sr Unsec 5.73592% 04-09-31 (1.1%), Ginnie Mae Ii Pool 4.5 05/20/2048 (1.1%), United States Treasury Note/Bond 3.38 2/29/2028 (1.1%). Go to all ICIFX holdings, ICIFX sectors, or ICIFX dividends.

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