SMITX Mutual Fund
SMITX Mutual Fund
SMITX Mutual Fund
Invesco Summit Fund Class R5
SMITX Mutual Fund Overview
SMITX Mutual Fund (Invesco Summit Fund Class R5) is managed by Invesco (US). SMITX expense ratio is 0.69%, holding 69 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2008-10-03.
SMITX performance shows a YTD return of 3.63%. The 1-year return is 6.08% and the 5-year return is 6.55%. SMITX dividend yield stands at 14.05%, paid annually.
SMITX top holdings include Nvidia Corp (12.1%), Amazon.Com Inc (6.6%), Alphabet Inc. C (6.3%), Microsoft Corp (6.0%), Apple, Inc (3.9%). Go to all SMITX holdings, SMITX sectors, or SMITX dividends.
SMITX can be compared against other funds. Use SMITX overlap to find shared positions, or SMITX vs another fund for a side-by-side view. SMITX alternatives are available via the screener, along with tax-loss harvesting opportunities.