ODIIX Mutual Fund

ODIIX Mutual Fund

NAV$158.35
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.65%
Dividend Yield (Current)
8.24%
Holdings
97
Inception Date
Jan 27, 2012
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+21.02%
1 Year+36.16%
3 Year+20.99%
5 Year+8.26%
10 Year+15.52%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-New York State Dormitory Authority 5 07/01/20482.77%
-Tender Option Bond Trust Receipts/Certificates 10.107 06/15/20532.39%
-New York State Dormitory Authority 5.375 10/01/20422.29%
-New York State Thruway Authority 5 03/15/20532.27%
-Build Nyc Resource Corp 5.5 09/01/20451.98%
Top 10 Concentration: 20.49%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
8.24%
Frequency
Annually
Latest Distribution
$21.35
-

Peer Comparison

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

ODIIX Mutual Fund Overview

ODIIX Mutual Fund (Invesco Discovery Fund Class R6) is managed by Invesco (US). ODIIX expense ratio is 0.65%, holding 97 positions across various sectors. Inception date: 2012-01-27.

ODIIX performance shows a YTD return of 21.02%. The 1-year return is 36.16% and the 5-year return is 8.26%. ODIIX dividend yield stands at 8.24%, paid annually.

ODIIX top holdings include New York State Dormitory Authority 5 07/01/2048 (2.8%), Tender Option Bond Trust Receipts/Certificates 10.107 06/15/2053 (2.4%), New York State Dormitory Authority 5.375 10/01/2042 (2.3%), New York State Thruway Authority 5 03/15/2053 (2.3%), Build Nyc Resource Corp 5.5 09/01/2045 (2.0%). Go to all ODIIX holdings, ODIIX sectors, or ODIIX dividends.

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