UEIIX Mutual Fund

UEIIX Mutual Fund

NAV$19.80
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Fund Essentials - as of Dec 31, 2025

Net Assets
-
Expense Ratio
0.82%
Dividend Yield (Current)
6.89%
Holdings
1,169
Inception Date
Apr 30, 2003
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.13%
1 Year+14.53%
3 Year+11.98%
5 Year+7.54%
10 Year+8.91%

Asset Allocation

Stocks: 62.36%
Bonds: 31.92%
Cash: 3.84%
Other: 1.88%
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Top Holdings

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TickerNameWeight
TRPXXInvesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-072.51%
WFCWells Fargo & Co.2.22%
BACBank of America Corp.: Financials2.03%
-Msaic 2018-1A A 4.01 6/22/2043 4.01 2043-06-222.01%
GOOGLAlphabet Inc.Class A1.70%
Top 10 Concentration: 17.96%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
6.89%
Frequency
Annually
Latest Distribution
$0.54
-

Peer Comparison

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

UEIIX Mutual Fund Overview

UEIIX Mutual Fund (Invesco VI Equity and Income Fund Series II) is managed by Invesco (US). UEIIX expense ratio is 0.82%, holding 1169 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-04-30.

UEIIX performance shows a YTD return of 7.13%. The 1-year return is 14.53% and the 5-year return is 7.54%. UEIIX dividend yield stands at 6.89%, paid annually.

UEIIX top holdings include Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (2.5%), Wells Fargo & Co. (2.2%), Bank of America Corp.: Financials (2.0%), Msaic 2018-1A A 4.01 6/22/2043 4.01 2043-06-22 (2.0%), Alphabet Inc.Class A (1.7%). Go to all UEIIX holdings, UEIIX sectors, or UEIIX dividends.

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