ONMIX Mutual Fund

ONMIX Mutual Fund

NAV$13.21
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Fund Essentials - as of Dec 31, 2025

Net Assets
$122M
Expense Ratio
1.09%
Dividend Yield (Current)
3.94%
Holdings
26
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+10.66%
5 Year+3.73%
10 Year+6.57%

Asset Allocation

Cash: 0.57%
Other: 99.44%
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Top Holdings

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TickerNameWeight
OPBIXInvesco Oppenheimer Total Return Bond Fund, Class R615.33%
OMFLInvesco Russell 1000 Dynamic Multifactor Etf10.95%
QQQMInvesco NASDAQ 100 ETF9.55%
RWLInvesco S&P 500 Revenue Etf8.60%
CPBFXInvesco Core Plus Bond Fund, Class R68.08%
Top 10 Concentration: 76.72%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
3.94%
Frequency
Annually
Latest Distribution
$0.96
-

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 26 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 3.73%. ONMIX dividend yield stands at 3.94%, paid annually.

ONMIX top holdings include Invesco Oppenheimer Total Return Bond Fund, Class R6 (15.3%), Invesco Russell 1000 Dynamic Multifactor Etf (10.9%), Invesco NASDAQ 100 ETF (9.6%), Invesco S&P 500 Revenue Etf (8.6%), Invesco Core Plus Bond Fund, Class R6 (8.1%). 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.