SPMVX Mutual Fund

SPMVX Mutual Fund

NAV$11.69
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Fund Essentials - as of Jun 30, 2026

Net Assets
$38,133.2
Expense Ratio
1.10%
Dividend Yield (Current)
5.04%
Holdings
48
Inception Date
May 24, 2019
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+26.44%
1 Year+29.03%
3 Year+25.25%
5 Year+23.16%
10 Year+10.71%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
WESWES7.56%
ETET7.40%
MPLXMPLX6.84%
-Nisource Inc 5.35 04/01/20346.84%
-Jpmorgan Chase &Amp; Co 5.299 07/24/20296.55%
Top 10 Concentration: 64.13%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
5.04%
Frequency
Monthly
Latest Distribution
$0.04
-

Peer Comparison

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

SPMVX Mutual Fund Overview

SPMVX Mutual Fund (Invesco SteelPath MLP Select 40 Fund Class R5) is managed by Invesco (US) with $38,133.2 in net assets. SPMVX expense ratio is 1.10%, holding 48 positions across various sectors. Inception date: 2019-05-24.

SPMVX performance shows a YTD return of 26.44%. The 1-year return is 29.03% and the 5-year return is 23.16%. SPMVX dividend yield stands at 5.04%, paid monthly.

SPMVX top holdings include WES (7.6%), ET (7.4%), MPLX (6.8%), Nisource Inc 5.35 04/01/2034 (6.8%), Jpmorgan Chase &Amp; Co 5.299 07/24/2029 (6.5%). Go to all SPMVX holdings, SPMVX sectors, or SPMVX dividends.

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