MSMJX Mutual Fund

MSMJX Mutual Fund (Invesco Main Street Mid Cap Fund Class R5) is managed by Invesco (US). MSMJX expense ratio is 0.75%, holding 96 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2019-05-24.

MSMJX performance shows a YTD return of 10.82%. The 1-year return is 14.18% and the 5-year return is 7.98%. MSMJX dividend yield stands at 8.31%, paid annually.

MSMJX top holdings include Howmet Aerospace Inc. (2.1%), Royal Caribbean Cruises (1.8%), Cheniere Energy Inc. (1.8%), Ppl Corp (1.7%), Permian Resources Corp (1.7%). Go to all MSMJX holdings, MSMJX sectors, or MSMJX dividends.

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