MLPEX Mutual Fund

MLPEX Mutual Fund

NAV$9.17
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Fund Essentials - as of Jun 30, 2026

Net Assets
$176M
Expense Ratio
2.19%
Dividend Yield (Current)
6.34%
Holdings
48
Inception Date
Jul 14, 2011
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+25.53%
1 Year+27.68%
3 Year+23.93%
5 Year+21.85%
10 Year+9.57%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
WESWES7.56%
ETET7.40%
MPLXMPLX6.84%
-Nisource Inc 5.35 04/01/20346.84%
-China Peoples Republic Of (Government) 2.64 01-15-20286.55%
Top 10 Concentration: 64.13%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
6.34%
Frequency
Monthly
Latest Distribution
$0.04
-

Peer Comparison

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

MLPEX Mutual Fund Overview

MLPEX Mutual Fund (Invesco SteelPath MLP Select 40 Fund Class c) is managed by Invesco (US) with $175.6M in net assets. MLPEX expense ratio is 2.19%, holding 48 positions across various sectors. Inception date: 2011-07-14.

MLPEX performance shows a YTD return of 25.53%. The 1-year return is 27.68% and the 5-year return is 21.85%. MLPEX dividend yield stands at 6.34%, paid monthly.

MLPEX top holdings include WES (7.6%), ET (7.4%), MPLX (6.8%), Nisource Inc 5.35 04/01/2034 (6.8%), China Peoples Republic Of (Government) 2.64 01-15-2028 (6.5%). Go to all MLPEX holdings, MLPEX sectors, or MLPEX dividends.

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