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 98 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2019-05-24.

MSMJX performance shows a YTD return of 12.02%. The 1-year return is 12.58% and the 5-year return is 7.80%. MSMJX dividend yield stands at 8.22%, paid annually.

MSMJX top holdings include Raymond James Financial Inc. (1.9%), Permian Resource (1.7%), Cheniere Energy Inc. (1.7%), Royal Caribbean Cruises (1.7%), Ati Inc (1.6%). 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.