MLPGX Mutual Fund

MLPGX Mutual Fund

NAV$8.25
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Fund Essentials - as of Jun 30, 2026

Net Assets
$98M
Expense Ratio
2.29%
Dividend Yield (Current)
6.12%
Holdings
23
Inception Date
Aug 25, 2011
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+21.13%
1 Year+21.99%
3 Year+23.12%
5 Year+22.78%
10 Year+8.83%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-Quest Diagnostics Inc 6.4 11/30/203311.82%
-Bristol-Myers Squibb Co 5.9 11/15/203311.36%
-Carrier Global Corp 5.9 03/15/203410.16%
-Macquarie Airfinance Holdings Ltd 6.5 03/26/20319.18%
-Pnc Financial Services Group Inc/The 6.037 10/28/20338.84%
Top 10 Concentration: 76.42%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
6.12%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

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

MLPGX Mutual Fund Overview

MLPGX Mutual Fund (Invesco SteelPath MLP Alpha Fund Class C) is managed by Invesco (US) with $97.8M in net assets. MLPGX expense ratio is 2.29%, holding 23 positions across various sectors. Inception date: 2011-08-25.

MLPGX performance shows a YTD return of 21.13%. The 1-year return is 21.99% and the 5-year return is 22.78%. MLPGX dividend yield stands at 6.12%, paid monthly.

MLPGX top holdings include Quest Diagnostics Inc 6.4 11/30/2033 (11.8%), Bristol-Myers Squibb Co 5.9 11/15/2033 (11.4%), Carrier Global Corp 5.9 03/15/2034 (10.2%), Macquarie Airfinance Holdings Ltd 6.5 03/26/2031 (9.2%), Pnc Financial Services Group Inc/The 6.037 10/28/2033 (8.8%). Go to all MLPGX holdings, MLPGX sectors, or MLPGX dividends.

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