SPMWX Mutual Fund

SPMWX Mutual Fund (Invesco SteelPath MLP Select 40 Fund Class R) is managed by Invesco (US) with $23.3M in net assets. SPMWX expense ratio is 1.69%, holding 48 positions across sectors including Energy, Industrials, Materials. Inception date: 2019-05-24.

SPMWX performance shows a YTD return of 24.89%. The 1-year return is 28.28% and the 5-year return is 22.00%. SPMWX dividend yield stands at 5.31%, paid monthly.

SPMWX top holdings include Western Midstream Partners Lp (7.6%), Energy Transfer (7.4%), Mplx Lp (6.8%), Plains All American Pipeline, L.p., Series B (5.9%), Targa Resources Corp Preferred (5.8%). Go to all SPMWX holdings, SPMWX sectors, or SPMWX dividends.

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