ITYYX Mutual Fund

ITYYX Mutual Fund

NAV$79.62
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Fund Essentials - as of Jun 30, 2026

Net Assets
$32M
Expense Ratio
0.77%
Dividend Yield (Current)
19.69%
Holdings
49
Inception Date
Oct 3, 2008
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+21.83%
1 Year+32.93%
3 Year+28.00%
5 Year+12.41%
10 Year+18.28%

Asset Allocation

Stocks: 98.85%
Cash: 0.21%
Other: 0.94%
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Top Holdings

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TickerNameWeight
-CNY/USD Cfwd2026916 09/16/20267.13%
-Lch Clearnet (Us) Llc 4.45 08/03/20285.30%
-Lch Clearnet (Us) Llc 08/03/20284.86%
-Mexican Bonos 8.5 02/28/20304.67%
-Lch Clearnet (Us) Llc 09/23/20284.31%
Top 10 Concentration: 45.26%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
19.69%
Frequency
Annually
Latest Distribution
$16.59
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Peer Comparison

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

ITYYX Mutual Fund Overview

ITYYX Mutual Fund (Invesco Technology Fund Class Y) is managed by Invesco (US) with $32.0M in net assets. ITYYX expense ratio is 0.77%, holding 49 positions across various sectors. Inception date: 2008-10-03.

ITYYX performance shows a YTD return of 21.83%. The 1-year return is 32.93% and the 5-year return is 12.41%. ITYYX dividend yield stands at 19.69%, paid annually.

ITYYX top holdings include CNY/USD Cfwd2026916 09/16/2026 (7.1%), Lch Clearnet (Us) Llc 4.45 08/03/2028 (5.3%), Lch Clearnet (Us) Llc 08/03/2028 (4.9%), Mexican Bonos 8.5 02/28/2030 (4.7%), Lch Clearnet (Us) Llc 09/23/2028 (4.3%). Go to all ITYYX holdings, ITYYX sectors, or ITYYX dividends.

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