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 25 positions across sectors including Energy, Utilities, Financials. Inception date: 2019-05-24.
SPMJX performance shows a YTD return of 36.05%. The 1-year return is 44.69% and the 5-year return is 27.73%. SPMJX dividend yield stands at 4.94%, paid monthly.
SPMJX top holdings include MPLX LP Partnership (11.7%), Energy Transfer LP (11.4%), Western Midstream Partners LP (10.0%), Targa Resources Corp Preferred (9.0%), Enterprise Products Partners LP (8.8%). 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.