OSPSX Mutual Fund

OSPSX Mutual Fund

NAV$12.46
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Fund Essentials - as of Jun 30, 2026

Net Assets
$356M
Expense Ratio
1.09%
Dividend Yield (Current)
4.69%
Holdings
48
Inception Date
Jun 28, 2013
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+26.47%
1 Year+29.14%
3 Year+25.27%
5 Year+23.21%
10 Year+10.75%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
WESWES7.56%
ETET7.40%
MPLXMPLX6.84%
-USD/JPY Fwd 20260424 Citigb2L6.84%
-Barclays Plc 4.34 01/10/20286.55%
Top 10 Concentration: 64.13%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.69%
Frequency
Monthly
Latest Distribution
$0.04
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Peer Comparison

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

OSPSX Mutual Fund Overview

OSPSX Mutual Fund (Invesco SteelPath MLP Select 40 Fund Class R6) is managed by Invesco (US) with $356.0M in net assets. OSPSX expense ratio is 1.09%, holding 48 positions across various sectors. Inception date: 2013-06-28.

OSPSX performance shows a YTD return of 26.47%. The 1-year return is 29.14% and the 5-year return is 23.21%. OSPSX dividend yield stands at 4.69%, paid monthly.

OSPSX top holdings include WES (7.6%), ET (7.4%), MPLX (6.8%), USD/JPY Fwd 20260424 Citigb2L (6.8%), Barclays Plc 4.34 01/10/2028 (6.5%). Go to all OSPSX holdings, OSPSX sectors, or OSPSX dividends.

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