ONMIX Mutual Fund

ONMIX Mutual Fund

NAV$12.93
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Fund Essentials - as of Jul 31, 2026

Net Assets
$122M
Expense Ratio
1.09%
Dividend Yield (Current)
3.88%
Holdings
25
Inception Date
Apr 5, 2005
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.84%
1 Year+15.26%
3 Year+10.67%
5 Year+4.29%
10 Year+6.58%

Asset Allocation

Bonds: 0.15%
Cash: 0.27%
Other: 99.58%
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Top Holdings

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TickerNameWeight
RWLInvesco S&P 500 Revenue Etf11.91%
OMFLInvesco Russell 1000 Dynamic-Multifactor Index Etf, Cad Units (United States - Equity Etfs)9.04%
OPBIXInvesco Oppenheimer Total Return Bond Fund, Class R68.52%
OGLIXInvesco Oppenheimer Global Fund, Class R68.27%
QQQMInvesco NASDAQ 100 ETF6.84%
Top 10 Concentration: 70.99%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.88%
Frequency
Annually
Latest Distribution
$0.96
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Peer Comparison

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

ONMIX Mutual Fund Overview

ONMIX Mutual Fund (Invesco Select Risk Moderate Investor Fund Class R) is managed by Invesco (US) with $121.7M in net assets. ONMIX expense ratio is 1.09%, holding 25 positions across sectors including Financials. Inception date: 2005-04-05.

ONMIX performance shows a YTD return of 7.84%. The 1-year return is 15.26% and the 5-year return is 4.29%. ONMIX dividend yield stands at 3.88%, paid annually.

ONMIX top holdings include Invesco S&P 500 Revenue Etf (11.9%), Invesco Russell 1000 Dynamic-Multifactor Index Etf, Cad Units (United States - Equity Etfs) (9.0%), Invesco Oppenheimer Total Return Bond Fund, Class R6 (8.5%), Invesco Oppenheimer Global Fund, Class R6 (8.3%), Invesco NASDAQ 100 ETF (6.8%). Go to all ONMIX holdings, ONMIX sectors, or ONMIX dividends.

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