OSMNX Mutual Fund

OSMNX Mutual Fund

NAV$34.37
See how much of OSMNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 2026

Net Assets
$96M
Expense Ratio
1.68%
Dividend Yield (Current)
19.96%
Holdings
103
Inception Date
Mar 1, 2001
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.54%
1 Year+7.57%
3 Year+5.59%
5 Year-2.10%
10 Year+6.45%

Asset Allocation

Bonds: 100.00%
See how much of OSMNX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
-T-Mobile Usa Inc 5.875 11/15/20552.00%
-Nisource Inc 4.375 05/15/20471.97%
-Howmet Aerospace Inc 4.75 04/15/20361.91%
-Norfolk Southern Corp 5.35 08/01/2054 5.35 2054-08-011.68%
-Wells Fargo &Amp; Co 4.65 11/04/20441.67%
Top 10 Concentration: 17.29%Report Date: Jun 30, 2026
Download all 103 holdings for OSMNX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
19.96%
Frequency
Annually
Latest Distribution
$5.69
-

Peer Comparison

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

OSMNX Mutual Fund Overview

OSMNX Mutual Fund (Invesco International Small-Mid Company Fund Class R) is managed by Invesco (US) with $96.0M in net assets. OSMNX expense ratio is 1.68%, holding 103 positions across various sectors. Inception date: 2001-03-01.

OSMNX performance shows a YTD return of 5.54%. The 1-year return is 7.57% and the 5-year return is -2.10%. OSMNX dividend yield stands at 19.96%, paid annually.

OSMNX top holdings include T-Mobile Usa Inc 5.875 11/15/2055 (2.0%), Nisource Inc 4.375 05/15/2047 (2.0%), Howmet Aerospace Inc 4.75 04/15/2036 (1.9%), Norfolk Southern Corp 5.35 08/01/2054 5.35 2054-08-01 (1.7%), Wells Fargo &Amp; Co 4.65 11/04/2044 (1.7%). Go to all OSMNX holdings, OSMNX sectors, or OSMNX dividends.

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