OEGIX Mutual Fund

OEGIX Mutual Fund

NAV$38.21
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.67%
Dividend Yield (Current)
6.29%
Holdings
78
Inception Date
Feb 28, 2013
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+17.65%
1 Year+19.11%
3 Year+15.89%
5 Year+4.81%
10 Year+12.69%

Asset Allocation

Bonds: 92.67%
Other: 7.33%
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Top Holdings

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TickerNameWeight
-California Public Finance Authority 6 06/01/20403.07%
-Point Phase 1 Public Infrastructure District No 1 5.875 03/01/20452.89%
-Dayton-Montgomery County Port Authority 6.625 01/01/20452.50%
-Mission Economic Development Corp 4.625 10/01/20312.38%
-Capital Projects Finance Authority/Fl 6 01/01/20352.37%
Top 10 Concentration: 23.48%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
6.29%
Frequency
Annually
Latest Distribution
$5.73
-

Peer Comparison

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

OEGIX Mutual Fund Overview

OEGIX Mutual Fund (Invesco Discovery Mid Cap Growth Fund Class I) is managed by Invesco (US). OEGIX expense ratio is 0.67%, holding 78 positions across various sectors. Inception date: 2013-02-28.

OEGIX performance shows a YTD return of 17.65%. The 1-year return is 19.11% and the 5-year return is 4.81%. OEGIX dividend yield stands at 6.29%, paid annually.

OEGIX top holdings include California Public Finance Authority 6 06/01/2040 (3.1%), Point Phase 1 Public Infrastructure District No 1 5.875 03/01/2045 (2.9%), Dayton-Montgomery County Port Authority 6.625 01/01/2045 (2.5%), Mission Economic Development Corp 4.625 10/01/2031 (2.4%), Capital Projects Finance Authority/Fl 6 01/01/2035 (2.4%). Go to all OEGIX holdings, OEGIX sectors, or OEGIX dividends.

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