ODIYX Mutual Fund

ODIYX Mutual Fund

NAV$159.37
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.79%
Dividend Yield (Current)
8.58%
Holdings
97
Inception Date
Jun 1, 1994
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+20.94%
1 Year+35.99%
3 Year+20.83%
5 Year+8.12%
10 Year+15.35%

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%
STRLSTRL2.74%
TRPXXTRPXX2.48%
BTSGBTSG2.43%
-Utah Housing Corp 2.65 03/01/20452.39%
Top 10 Concentration: 24.34%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
8.58%
Frequency
Annually
Latest Distribution
$21.35
-

Peer Comparison

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

ODIYX Mutual Fund Overview

ODIYX Mutual Fund (Invesco Discovery Fund Class Y) is managed by Invesco (US). ODIYX expense ratio is 0.79%, holding 97 positions across various sectors. Inception date: 1994-06-01.

ODIYX performance shows a YTD return of 20.94%. The 1-year return is 35.99% and the 5-year return is 8.12%. ODIYX dividend yield stands at 8.58%, paid annually.

ODIYX top holdings include New York State Dormitory Authority 5 07/01/2048 (2.8%), STRL (2.7%), TRPXX (2.5%), BTSG (2.4%), Utah Housing Corp 2.65 03/01/2045 (2.4%). Go to all ODIYX holdings, ODIYX sectors, or ODIYX dividends.

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