SPMJX Mutual Fund
SPMJX Mutual Fund
SPMJX Mutual Fund
Invesco SteelPath MLP Alpha Plus Fund Class R
SPMJX Mutual Fund Overview
SPMJX Mutual Fund (Invesco SteelPath MLP Alpha Plus Fund Class R) is managed by Invesco (US) with $7.1M in net assets. SPMJX expense ratio is 3.99%, holding 24 positions across sectors including Energy, Utilities. Inception date: 2019-05-24.
SPMJX performance shows a YTD return of 38.44%. The 1-year return is 38.90% and the 5-year return is 30.84%. SPMJX dividend yield stands at 4.72%, paid monthly.
SPMJX top holdings include Energy Transfer (11.6%), Mplx Lp (11.4%), Western Midstream Partners Lp (10.0%), Targa Resources Corp Preferred (9.1%), Enterprise Products Partners Lp (9.0%). Go to all SPMJX holdings, SPMJX sectors, or SPMJX dividends.
SPMJX can be compared against other funds. Use SPMJX overlap to find shared positions, or SPMJX vs another fund for a side-by-side view. SPMJX alternatives are available via the screener, along with tax-loss harvesting opportunities.