OSMYX Mutual Fund

OSMYX Mutual Fund

NAV$38.09

Fund Essentials - as of Apr 30, 2026

Net Assets
$4.3B
Expense Ratio
1.18%
Dividend Yield (Current)
20.62%
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+0.03%
1 Year-0.87%
3 Year+4.23%
5 Year-2.00%
10 Year+6.71%

Asset Allocation

Stocks: 98.53%
Cash: 1.47%

Top Holdings

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TickerNameWeight
PGHN:SMPartners Group Holding Ag2.23%
BNZL:LNBunzl Plc2.10%
6845:JPAzbil Corp1.92%
6146:JPDisco Corp|5161.77%
SPX:LNSpirax Group Plc.1.68%
Top 10 Concentration: 17.97%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
20.62%
Frequency
Annually
Latest Distribution
$5.86
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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 sectors including Industrials, Financials, Materials. Inception date: 2005-09-07.

OSMYX performance shows a YTD return of 0.03%. The 1-year return is -0.87% and the 5-year return is -2.00%. OSMYX dividend yield stands at 20.62%, paid annually.

OSMYX top holdings include Partners Group Holding Ag (2.2%), Bunzl Plc (2.1%), Azbil Corp (1.9%), Disco Corp|516 (1.8%), Spirax Group Plc. (1.7%). 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.