OMGNX Mutual Fund

OMGNX Mutual Fund

NAV$64.90
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Fund Essentials - as of Jun 30, 2026

Net Assets
$217M
Expense Ratio
1.06%
Dividend Yield (Current)
6.96%
Holdings
74
Inception Date
Mar 1, 2001
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.51%
1 Year+13.14%
3 Year+16.09%
5 Year+9.89%
10 Year+12.13%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-Cumberland County Municipal Authority 5 01/01/20388.57%
-Allegheny County Hospital Development Authority 3.449 02/01/20377.40%
-Montgomery County Higher Education And Health Authority 5 10/01/20277.21%
-Latrobe Industrial Development Authority 4 03/01/20516.47%
-Coatesville School District 10/01/20335.32%
Top 10 Concentration: 49.29%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
6.96%
Frequency
Annually
Latest Distribution
$10.76
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Peer Comparison

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

OMGNX Mutual Fund Overview

OMGNX Mutual Fund (Invesco Main Street Fund Class R) is managed by Invesco (US) with $216.5M in net assets. OMGNX expense ratio is 1.06%, holding 74 positions across various sectors. Inception date: 2001-03-01.

OMGNX performance shows a YTD return of 6.51%. The 1-year return is 13.14% and the 5-year return is 9.89%. OMGNX dividend yield stands at 6.96%, paid annually.

OMGNX top holdings include Cumberland County Municipal Authority 5 01/01/2038 (8.6%), Allegheny County Hospital Development Authority 3.449 02/01/2037 (7.4%), Montgomery County Higher Education And Health Authority 5 10/01/2027 (7.2%), Latrobe Industrial Development Authority 4 03/01/2051 (6.5%), Coatesville School District 10/01/2033 (5.3%). Go to all OMGNX holdings, OMGNX sectors, or OMGNX dividends.

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