MLPTX Mutual Fund

MLPTX Mutual Fund

NAV$12.37
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Fund Essentials - as of Jun 30, 2026

Net Assets
$1.1B
Expense Ratio
1.19%
Dividend Yield (Current)
4.76%
Holdings
48
Inception Date
Mar 31, 2010
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+26.34%
1 Year+28.91%
3 Year+25.16%
5 Year+23.12%
10 Year+10.67%

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%
-Jpmorgan Chase &Amp; Co 5.299 07/24/20296.55%
Top 10 Concentration: 64.13%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.76%
Frequency
Monthly
Latest Distribution
$0.04
-

Peer Comparison

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

MLPTX Mutual Fund Overview

MLPTX Mutual Fund (Invesco SteelPath MLP Select 40 Fund Class Y) is managed by Invesco (US) with $1.06B in net assets. MLPTX expense ratio is 1.19%, holding 48 positions across various sectors. Inception date: 2010-03-31.

MLPTX performance shows a YTD return of 26.34%. The 1-year return is 28.91% and the 5-year return is 23.12%. MLPTX dividend yield stands at 4.76%, paid monthly.

MLPTX top holdings include WES (7.6%), ET (7.4%), MPLX (6.8%), Nisource Inc 5.35 04/01/2034 (6.8%), Jpmorgan Chase &Amp; Co 5.299 07/24/2029 (6.5%). Go to all MLPTX holdings, MLPTX sectors, or MLPTX dividends.

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