VUSIX Mutual Fund

VUSIX Mutual Fund

NAV$9.72
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.64%
Dividend Yield (Current)
3.52%
Holdings
644
Inception Date
Sep 25, 2006
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.40%
1 Year+3.95%
3 Year+4.09%
5 Year-0.02%
10 Year+1.26%

Asset Allocation

Bonds: 99.71%
Cash: 0.29%
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Top Holdings

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TickerNameWeight
-Ginnie Mae Ii Pool 2.00 4/1/20563.87%
-Ginnie Mae Ii Pool 2.50 4/1/20563.46%
-Fannie Mae Or Freddie Mac 6.00 4/1/20563.21%
-Ginnie Mae Ii Pool 5.00 4/1/20563.18%
-Ginnie Mae Ii Pool 5.50 4/1/20563.05%
Top 10 Concentration: 28.94%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.52%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

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

VUSIX Mutual Fund Overview

VUSIX Mutual Fund (Invesco Quality Income Fund Class Y) is managed by Invesco (US). VUSIX expense ratio is 0.64%, holding 644 positions across various sectors. Inception date: 2006-09-25.

VUSIX performance shows a YTD return of -0.40%. The 1-year return is 3.95% and the 5-year return is -0.02%. VUSIX dividend yield stands at 3.52%, paid monthly.

VUSIX top holdings include Ginnie Mae Ii Pool 2.00 4/1/2056 (3.9%), Ginnie Mae Ii Pool 2.50 4/1/2056 (3.5%), Fannie Mae Or Freddie Mac 6.00 4/1/2056 (3.2%), Ginnie Mae Ii Pool 5.00 4/1/2056 (3.2%), Ginnie Mae Ii Pool 5.50 4/1/2056 (3.0%). Go to all VUSIX holdings, VUSIX sectors, or VUSIX dividends.

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