OSMYX Mutual Fund

OSMYX Mutual Fund

NAV$38.32
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Fund Essentials - as of Jun 30, 2026

Net Assets
$4.3B
Expense Ratio
1.18%
Dividend Yield (Current)
19.47%
Holdings
103
Inception Date
Sep 7, 2005
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.89%
1 Year+8.15%
3 Year+6.12%
5 Year-1.60%
10 Year+6.99%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
PGHN:SMPGHN:SM2.23%
BNZL:LNBNZL:LN2.10%
-National Bank Of Canada Company Guar 12/28 5.62.00%
-Nisource Inc 4.375 05/15/20471.97%
6845:JP6845:JP1.92%
Top 10 Concentration: 18.93%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
19.47%
Frequency
Annually
Latest Distribution
$5.86
-

Peer Comparison

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

OSMYX Mutual Fund Overview

OSMYX Mutual Fund (Invesco International Small-Mid Company Fund Class Y) is managed by Invesco (US) with $4.28B in net assets. OSMYX expense ratio is 1.18%, holding 103 positions across various sectors. Inception date: 2005-09-07.

OSMYX performance shows a YTD return of 5.89%. The 1-year return is 8.15% and the 5-year return is -1.60%. OSMYX dividend yield stands at 19.47%, paid annually.

OSMYX top holdings include PGHN:SM (2.2%), BNZL:LN (2.1%), National Bank Of Canada Company Guar 12/28 5.6 (2.0%), Nisource Inc 4.375 05/15/2047 (2.0%), 6845:JP (1.9%). Go to all OSMYX holdings, OSMYX sectors, or OSMYX dividends.

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