SPISX Mutual Fund

SPISX Mutual Fund

NAV$83.27
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Fund Essentials - as of Mar 31, 2026

Net Assets
$5M
Expense Ratio
0.19%
Dividend Yield (Current)
1.00%
Holdings
506
Inception Date
Apr 4, 2017
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.79%
1 Year+19.35%
3 Year+19.06%
5 Year+12.62%
10 Year+14.82%

Asset Allocation

Stocks: 97.06%
Cash: 2.94%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.36%
AAPLApple, Inc6.47%
MSFTMicrosoft Corp4.78%
AMZNAmazon.Com Inc3.53%
GOOGAlphabet Inc. C2.91%
Top 10 Concentration: 34.91%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.00%
Frequency
Annually
Latest Distribution
$1.09
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Peer Comparison

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

SPISX Mutual Fund Overview

SPISX Mutual Fund (Invesco S&P 500 Index Fund Class R6) is managed by Invesco (US) with $5.1M in net assets. SPISX expense ratio is 0.19%, holding 506 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2017-04-04.

SPISX performance shows a YTD return of 9.79%. The 1-year return is 19.35% and the 5-year return is 12.62%. SPISX dividend yield stands at 1.00%, paid annually.

SPISX top holdings include Nvidia Corp. (7.4%), Apple, Inc (6.5%), Microsoft Corp (4.8%), Amazon.Com Inc (3.5%), Alphabet Inc. C (2.9%). Go to all SPISX holdings, SPISX sectors, or SPISX dividends.

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