SMMIX Mutual Fund

SMMIX Mutual Fund

NAV$29.85
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Fund Essentials - as of Apr 30, 2026

Net Assets
$2.2B
Expense Ratio
0.82%
Dividend Yield (Current)
14.46%
Holdings
61
Inception Date
Nov 1, 1982
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.05%
1 Year+5.39%
3 Year+16.60%
5 Year+6.81%
10 Year+14.49%

Asset Allocation

Stocks: 97.82%
Cash: 0.78%
Other: 1.41%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.13.07%
GOOGAlphabet Inc. C7.39%
AMZNAmazon.Com Inc5.85%
AVGOBroadcom Inc4.86%
MSFTMicrosoft Corp4.56%
Top 10 Concentration: 51.88%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
14.46%
Frequency
Annually
Latest Distribution
$5.46
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Peer Comparison

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

SMMIX Mutual Fund Overview

SMMIX Mutual Fund (Invesco Summit Fund Class P) is managed by Invesco (US) with $2.16B in net assets. SMMIX expense ratio is 0.82%, holding 61 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1982-11-01.

SMMIX performance shows a YTD return of 2.05%. The 1-year return is 5.39% and the 5-year return is 6.81%. SMMIX dividend yield stands at 14.46%, paid annually.

SMMIX top holdings include Nvidia Corp. (13.1%), Alphabet Inc. C (7.4%), Amazon.Com Inc (5.8%), Broadcom Inc (4.9%), Microsoft Corp (4.6%). Go to all SMMIX holdings, SMMIX sectors, or SMMIX dividends.

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