QVGIX Mutual Fund

QVGIX Mutual Fund

NAV$22.58
See how much of QVGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 2026

Net Assets
$1.0B
Expense Ratio
1.25%
Dividend Yield (Current)
6.28%
Holdings
53
Inception Date
Nov 1, 1991
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.48%
1 Year+14.68%
3 Year+9.86%
5 Year+4.77%
10 Year+6.47%

Asset Allocation

Bonds: 100.00%
See how much of QVGIX 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
OMFLOMFL20.79%
IMFLIMFL17.46%
-Westpac Banking Corp Mtn Regs 3.8% Jan 17, 2030 3.8 2030-01-1713.00%
T 4.5 05/15/38T 4.5 05/15/3812.21%
-County Of Madera Ca 5.75 03/15/20289.58%
Top 10 Concentration: 111.26%Report Date: Jun 30, 2026
Download all 53 holdings for QVGIX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
6.28%
Frequency
Annually
Latest Distribution
$2.96
-

Peer Comparison

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

QVGIX Mutual Fund Overview

QVGIX Mutual Fund (Invesco Global Allocation Fund Class A) is managed by Invesco (US) with $1.02B in net assets. QVGIX expense ratio is 1.25%, holding 53 positions across various sectors. Inception date: 1991-11-01.

QVGIX performance shows a YTD return of 7.48%. The 1-year return is 14.68% and the 5-year return is 4.77%. QVGIX dividend yield stands at 6.28%, paid annually.

QVGIX top holdings include OMFL (20.8%), IMFL (17.5%), Westpac Banking Corp Mtn Regs 3.8% Jan 17, 2030 3.8 2030-01-17 (13.0%), T 4.5 05/15/38 (12.2%), County Of Madera Ca 5.75 03/15/2028 (9.6%). Go to all QVGIX holdings, QVGIX sectors, or QVGIX dividends.

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